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Small and medium business | Business Central, N...
Answered

add or change the shipping method.

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Posted on by 3,240
Hi:
 
What's the best Permission Set to use to allow a user in Business Central to add or change a shipping method?
 
Thanks!
 
John
I have the same question (0)
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    26,447 Super User 2025 Season 2 on at
     
    To allow a user in Business Central to add or change Shipping Methods, you need to grant permissions to the Shipping Agent and optionally the Shipping Agent Services tables.
    Best Permission Set(s)
    * Recommended Permission Set: D365 BASIC + Custom for Shipping
    There is no out-of-the-box permission set that only gives access to manage shipping methods, so the best practice is:
    Start with:
    D365 BASIC – for general read/edit access
    Then add a custom permission set or extend an existing one to include:
    Object Type    Object Name    Object ID    Permission
    Table    Shipping Agent    291    Insert, Modify, Delete, Read
    Table    Shipping Agent Services    292    (Optional) if you're using service levels
    * How to Create the Custom Permission Set
    Go to Permission Sets
    Click New, name it e.g., SHIPPING_MGMT
    Add TableData permissions:
    Shipping Agent (291)
    Read = YES
    Insert = YES
    Modify = YES
    Delete = (optional, depending on policy)
    Shipping Agent Services (292)
    Same as above, if needed
    Assign this permission set to the user
    *  Assign the Permission Set to a User
    Go to Users
    Open the user card
    Under User Permission Sets, add:
    D365 BASIC
    SHIPPING_MGMT (your custom set)
    * Result
    The user will now be able to:
    Add/edit/delete Shipping Methods via Shipping Agents
    Optionally manage Shipping Agent Services
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • JE-20081519-0 Profile Picture
    3,240 on at
     
    I'm sorry to report.  But, that didn't work.
  • Verified answer
    Ramesh Kumar Profile Picture
    7,529 Super User 2025 Season 2 on at
    Hi John,
     
    Hope you're doing well!
     
    One of the easiest ways to handle this is to create a permission set profile and assign the necessary permissions to it. Simply go to the page where you want to make changes—like updating the shipping method—enable ‘Record Permissions’ while performing the action, and Business Central will automatically generate the permission set. You can then assign that set to any user as needed.
     
     
    Thanks
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
     
  • Suggested answer
    Andrés Arias Profile Picture
    4,190 Super User 2025 Season 2 on at
    Hello,

    As it is a specific permission, I would recommend to create a new one or enable permission record.
     
     
    I hope you can help.
     
    Regards,
     
    Andres
  • Suggested answer
    YUN ZHU Profile Picture
    95,752 Super User 2025 Season 2 on at
    Just to add some information, if this user only needs to modify the shipping method, you can set up a very simple role center for him and give him the minimum login permissions. The standard role center requires a lot of additional permissions.
    Dynamics 365 Business Central: LOGIN Permission Set (Minimal permission set for log-in)
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Gerardo Rentería García Profile Picture
    25,388 Most Valuable Professional on at

    Hi, good day
    I hope this can help you, and give you some hints.

    Demystifying User Access: Mastering Permissions in Business Central

    Best Regards
    Gerardo

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