Small and medium business | Business Central, N...

How to Assign Only Sales + Limited Admin Permissions (Users/Roles/Profiles) in Business Central?

(7) Share

Report

Posted on by Shraddha Jadav

111

Hello Experts,

I’m trying to configure a permission set in Business Central for one specific user.
The requirement is to give them access to Sales-related tasks plus a few restricted Admin capabilities, without giving full SUPER permission.

Required Access:

Sales

Create Sales Price Master
Create Sales Orders
Post Delivery
Post sales Invoices

Limited Admin

Manage Users
Manage Roles
Manage Profiles

What I have tried:

I created a custom permission set for the Sales tasks — this works correctly.
For the Admin tasks, I attempted to use the Permission Recorder, but it didn’t capture all required permissions (especially for Users, Roles, Profiles).
I want to avoid assigning broad permissions like SUPER or D365 BASIC, which grant access to other modules (Finance, Purchase, etc.).

My Requirements:

The user should have only the permissions listed above.
They should not access other modules like Purchase, Finance, Warehouse, etc.
I need a reliable way to grant only the limited Admin functionality.

Questions:

How can I correctly configure a permission set that allows only these restricted Admin tasks (Users / Roles / Profiles)?
What is the best practice for assigning limited permissions for specific roles?
For example, if I want to give a user only Purchase + Inventory permissions, should I:
Record permissions manually using Permission Recorder? Clone standard permission sets and restrict them? Build a new custom permission set from scratch?

Any suggestions, guidance, or examples of recommended permission structure would be greatly appreciated.

Thanks in advance!

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

Kamal Khakhkhar 2,915 on at

Like (5)

Report
Copy link

Link copied!

Hii there ,

as per requirement you can assign a use specific permission to specific tables using permission sets , or using customization you can add booleans to handle editable, actions , other thing to manage which requires some sort of complex coding if you add some of trikey things to manage.

If You found answer mark it answered.

Thank You ,

Kamal Khakhkhar

1 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

Jainam M. Kothari 15,732 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hello,

To give a user access only to Sales tasks and limited Admin capabilities in Business Central without granting SUPER, the best approach is to create two custom permission sets: one for Sales (covering price master, orders, posting deliveries/invoices) and another for Admin (managing Users, Roles, Profiles).

Avoid relying solely on the Permission Recorder since it misses system tables and indirect permissions; instead, manually add required tables like User, Access Control, Permission Set, Profile, and related pages, or clone a standard admin set and strip unnecessary permissions.

For other roles (e.g., Purchase + Inventory), follow the same principle—clone and restrict or build from scratch for clarity and security.

2 people found this reply helpful.

Was this reply helpful? Yes No
Suggested answer

OussamaSabbouh 12,808 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hello,

Give the user only these permission sets (edited):

D365 USER MGT → manage users

D365 PROFILE MGT → manage profiles

D365 PERMISSION SET MGT → manage roles/permission sets

Your custom Sales permission set

Then open each set and exclude anything they shouldn’t access (Finance, Purchase, etc.).

Best practice: copy an existing set → remove what you don’t want → add what’s missing manually.

Do not rely on Permission Recorder for admin pages — it never records those fully.

Regards,

Oussama Sabbouh

2 people found this reply helpful.

Was this reply helpful? Yes No
Gerardo Rentería Ga... 25,555 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Hi, good day
I hope this can help you, and give you some hints. SECURITY permission.

Special permission sets - Business Central | Microsoft Learn

Best Regards
Gerardo

Was this reply helpful? Yes No
Suggested answer

Aman Kakkar 2,977 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hi,

Try the Record Permissions feature of Business Central. FYI - Dynamics 365 Business Central: How to create or modify permissions by recording your actions (Record Permissions) | Dynamics 365 Lab

Note: Please leave the Permissions page open during recording, if you close it, the recording process will be closed.

Do mark as verified if this helps.

Aman K

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 99,055 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

Or exclude other unnecessary permissions.

More details: Dynamics 365 Business Central: Permission Exclusion (Exclude in Permission Set)

https://yzhums.com/30562/

Thanks.

ZHU

Was this reply helpful? Yes No