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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to grant/customize...
Small and medium business | Business Central, N...
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How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

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Posted on by joshtechsolutions 4,401

Hi Community,

May I find out how do I grant/customize user permission to see Bank Acc. Statements page?

What permission sets I need to give for the user to see Bank Acc. Statements?

pastedimage1660953462125v2.png

Thank you!

  • Afolabi Dada Profile Picture
    Afolabi Dada 90 on at
    RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

    Thanks Yun

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 74,141 Super User 2024 Season 2 on at
    RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

    Hi, This is just a permission set, no developer license is required to add it.
    If you have removed it, you can refer to the settings in the Cronus database and add it again.

    pastedimage1662353237796v1.png

    Hope this helps.

    Thanks.

    ZHU

  • joshtechsolutions Profile Picture
    joshtechsolutions 4,401 on at
    RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

    Hi Afolabit, suppose I have already deleted the D365 Banking, anyway I can reinsert the object without a developer license?

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 74,141 Super User 2024 Season 2 on at
    RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

    Hi, in general, you should create a new Permission Set, and then use the Record feature to record the permissions to open the Bank Acc. Statements page. Then assign this new Permission Set to end users.

    For example,

    pastedimage1661209580542v1.png

    pastedimage1661209620576v2.png

    pastedimage1661209639792v3.png

    pastedimage1661209672676v4.png

    pastedimage1661209690670v5.png

    pastedimage1661209709854v6.png

    Hope this helps.

    Thanks.

    ZHU

  • Verified answer
    Afolabi Dada Profile Picture
    Afolabi Dada 90 on at
    RE: How to grant/customize user permission to visit a certain page in Navision, for example Bank Acc Statement Page?

    Hi Josh,

    Please assign the permission set "D365 BANKING" to the user's permission set in the 'Users' card.

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