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XDS for From and To Warehouse by Site in D365FO

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Posted on by Saalim Ansari

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Hello Experts,

I am trying to implement a security policy using XDS in D365FO where data access should be restricted based on the site assigned to the user.

Scenario:

We have a custom requirement where users should only access on Invent Transfer SHIP and RECEIVE:

From Warehouse → Based on their site assignment when they are doing Shipping
To Warehouse → Based on their site assignment when they are doing Receiving

However, if we apply a single XDS policy using one query, it applies to both FromWarehouse and ToWarehouse, which causes issues. For example, a user allowed only for Site 1000 is unable to receive into Site 2000 even though they are only supposed to have restriction on “From WH”.

Questions:

How can we apply different XDS behavior for From WH and To WH scenarios?
Is it recommended to create two separate XDS policies and queries – one for shipping (From WH) and one for receiving (To WH)?
Can we dynamically disable/enable the XDS policy depending on the menu item action (like Ship vs. Receive)?
Are there any clean design approaches to avoid manually disabling XDS in every method using unchecked(Uncheck::XDS)?

Any guidance or recommended approach to handle this cleanly would be appreciated.

Thanks in advance!

Categories:

Microsoft Dynamics AX

Dynamics 365 Finance

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Saalim Ansari 666 on at

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Did anyone face the same issue with XDS applying to both From and To warehouse? Any suggestions?

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Sohaib Cheema 49,438 User Group Leader on at

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Because your target table is same (whether it is From Warehouse or To Warehouse, both are Warehouses) and data saved in a single table. So if you will apply XDS on that table, it will filter on both ends.

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Suggested answer

André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Saleem,

Can you update us about the status of your question? In case you still need help, please let me know. I'm now reviewing questions I missed during my vacation.

Note that I provided an example and talked about the challenges using transfer orders on my blog: Extensible Data Security examples - Secure by warehouse

In case you still need help, can you provide some more background information like if the users are only performing the shipping or receiving activities. Or are they also able to maintain the transfer orders? Are there other features in the Dynamics 365 SCM application where they need to have a restricted warehouse list or should see all? Based on the answers, there can be solution possible using XDS.

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