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I need to create a security roles that each role suppose to enable the user to see specific project group id.. how to do this?
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Hi,
I need to create a security roles that each role suppose to enable the user to see specific project group id.. how to do this?
Good to know, thank you André
Hi Kareem,
Thanks for your update. Note that Record Level Security has been deprecated. It is still available in AX 2012, but XDS is the option which is also available in Dynamics 365 (RLS not).
Hello all,
I have been trying your solutions but maybe I wasn't clear by mistake or we stepped on the wrong foot, I apologize for you all
I found my solution using Record Level Security
Good morning Kareem,
Has your question been answered or do you need any other help from the community?
Best regards,
Ludwig
Hello Kareem,
A couple of replies have been provided for your question.
Have you been able to get your issue resolved resp. did you get the answer to your question or do you need any other help/information from the community?
Best regards,
Ludwig
Hi Kareem,
As mentioned, you can achieve this with Extensible Data Security (XDS). You need to determine which project groups needs to be restricted and how to link this to the users. Is it based on a property on the project group or do you want to setup a list per user?
You can read my blogs about XDS to get some more thoughts for options: dynamicspedia.com/.../xds. Some blogs do have examples which can be freely downloaded for your learning.
Hi KareemTaima,
You would need XDS for that purpose.
XDS will take a while for you to configure and setup.
If it is not absolutely needed, I would recommend not using it mainly because of the time and effort needed to setup properly.
Best regards,
Ludwig
Hi KareemTaima,
Are you looking to restrict users to view the project group Ids in Project accounting and management > Setup area?
In that case, please check extensible data security policies
docs.microsoft.com/.../developing-extensible-data-security-policies-white-paper
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