web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Role or privilege to prevent/allow the user to edit the financial dimensions on sales order in dynamics 365 fo

(0) ShareShare
ReportReport
Posted on by 384

Dear Experts,

i want to know the name of the role or privilege that prevent the user from changing the financial dimensions on the sales order,

the purpose is to avoid any development on the form if possible.

thank you in advance,

Best Regards,

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    22,809 Most Valuable Professional on at

    Hi,

    If I understood you correctly, you want to restrict users to change, amend Fin Dim in SO?

    If so, you can create a custom role add restrict only that control, it is of course possible.

  • Suggested answer
    Junaid Idrees Profile Picture
    2 on at

    Hi sylvesterPowerBi,

    Go to Sales order line details >> Financial dimension tab >> Right click and Personalize (You will see Lock option)

    Are you using "Saved view" feature recently introduced by MS?  

    docs.microsoft.com/.../saved-views

    After doing the change mentioned above, Save that view by admin user and create a custom role >> Publish the changes and assign that role to all users.

    I believe this should work, Try it out and share your feedback.

  • Suggested answer
    Junaid Idrees Profile Picture
    2 on at

    Hi sylvesterPowerBi,

    Did you succeeded or do you need any further help, Can we get an udpate on this please?

  • André Arnaud de Calavon Profile Picture
    306,859 Super User 2026 Season 2 on at

    Hi Sylvester,

    To really secure the dimension, you need to extend the form with development. The Saved views is an alternative, but users can switch to another view. This can also prevented by disallowing users to personalize the particular form with help of the Personalization form which can be managed by system administrators.

  • Suggested answer
    sylvesterPowerBi Profile Picture
    384 on at

    i managed to solve it by creating a new role in x++, and if the user has this role, the dimension tab will be locked on form init method ( use the form control object , and set the property enabled(false) for it )

  • Verified answer
    Junaid Idrees Profile Picture
    2 on at

    Glad to know that your problem is solved. Please also help to mark the thread as answered to help others. Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 341 Most Valuable Professional

#2
CU10121822-0 Profile Picture

CU10121822-0 312

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 262 Super User 2026 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans