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Quickest way to make an entire form (i.e. All Customers/CustTable) "Read/View Only"

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Posted on by Paul V

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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

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BillurSamdancioglu 20,613 Most Valuable Professional on at

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Hi,

It is advised to copy security configuration and to change over the copy and assign users.

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André Arnaud de Cal... 303,532 Super User 2026 Season 1 on at

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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.

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