Announcements
No record found.
Hello:
We would like to create a "view/read only" role on the customer form (All Customers/CustTable).
Is there a quick way to do this from the front end of D365 F&O ( via Security Configuration)?
Thanks
Paul
Hi,
It is advised to copy security configuration and to change over the copy and assign users.
Hi Paul,
For the customer master, there is a duty and a privilege for view only permissions.
Duty: "Inquire into customer master"
Privilege: "View customer records (financials)"
You can include the duty or privilege in custom configured roles.
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.
Congratulations to our 2026 Super Stars!
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
André Arnaud de Cal... 518 Super User 2026 Season 1
Giorgio Bonacorsi 431
Adis 280 Super User 2026 Season 1