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

Notifications

Announcements

Community site session details

Community site session details

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

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

(0) ShareShare
ReportReport
Posted on by 166

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

I have the same question (0)
  • BillurSamdancioglu Profile Picture
    20,062 Most Valuable Professional on at

    Hi,

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

  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,561 Super User 2025 Season 2 on at

    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.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

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

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 791 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 428 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 333 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans