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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Restrict access to a p...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Restrict access to a project

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Posted on by Isaac1400 365
Hi,
 
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.
 
Thanks in advanced.
 
 
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    This issue has been discussed on the forum before, you can try the method mentioned in the old thread and filter to see on the My Projects list page. you can check the link below:
    Solved: restrict access to Projects and project transactions (dynamics.com)
    Best Regards,
    Hana
  • Suggested answer
    Navneeth Nagrajan Profile Picture
    Navneeth Nagrajan 2,699 Super User 2026 Season 2 on at
    Hi,
     
    The XDS Framework is the way to go to restrict access to projects in D365 FO. You can add a range to the query under the Security Policies as highlighted in this article. The detailed example is mentioned in the link below.
    Extensible Data Security examples - Secure by project responsible (dynamicspedia.com)
     
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,314 Super User 2026 Season 2 on at
    Hi Isaac,

    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.
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    If the answer is helpful, please mark it as verified.
    Best Regards,
    Hana
  • Isaac1400 Profile Picture
    Isaac1400 365 on at
    Hi,
     
    Thanks for the replies, however it looks like this is not something we will implement.
     
    Thanks again for you help

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