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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Limit customer master ...
Finance | Project Operations, Human Resources, ...
Answered

Limit customer master updates to only Addresses & Contacts

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Posted on by Frank Hamelly | MVP... 46,220 Super User 2024 Season 2
My client has a requirement that certain users can edit only the Address and Contacts in a customer record, where other users should have full control over all customer master fields.  Is there a way, short of customization, to accomplish the first requirement?  XDS? Thanks in advance.
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    Limit customer master updates to only Addresses & Contacts
    Thanks Andre!  Really appreciate the help!
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,784 Super User 2024 Season 2 on at
    Limit customer master updates to only Addresses & Contacts
    Hi Frank,
     
    This is possible. The customer details form has different form parts for the address and contact details with their own menu items. You can create security objects where you grant read only access to the customer details and maintain rights for the address and contact details. You can try starting with duplicating the duty Maintain customer master, then remove the two privileges starting with Maintain customer records. You can add the privileges starting with View customer records. As the duty has different permissions for the address and contact details, this should do the trick. If this doesn't work directly, check all other privileges for their access levels. 
    You can read more background information on my blog: Securing a menu item is not enough - form parts - Dynamicspedia

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