I have a scenario where I would like to create a new project in D365 FO and would like to restict access to 3 people - say Prfoject Owner, Sales Manager and Project Controller. I would like this porject and any related info such as PO's transacations etc from other users in the entity/agency.
What would be the best way to deal with, as I cant find a granular way to restrict this.
Navneeth provided a link to my blog where I shared an XDS policy. In case you want to restrict related transactions and purchase orders, then this is also possible using XDS. For the purchase orders, you would need to think if there are POs without a project link or not. Based on that outcome, the solution direction might a bit different.