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Record level security in Activities

Posted on by Microsoft Employee

Is it possible to assign record level securities under Activities? For example, User A can see Activities 1,2,4. Only User B can see Activity 3.

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  • Suggested answer
    Mohamed Hathout Profile Picture
    Mohamed Hathout 645 on at
    RE: Record level security in Activities

    you may find this article of a help , check it out

    www.linkedin.com/.../xds-dynamics-365-simple-steps-mohamed-hathout-mcp-mcds-itil-pmp

  • Mea_ Profile Picture
    Mea_ 60,278 on at
    RE: Record level security in Activities

    Hi Shawn Selvam,

    XDS has not changed since 2012, so everything in that doc is valid, except screenshots, because IDE is different.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Record level security in Activities

    Hi ievgen Miroshnikov,

    Thanks for the response. The article and white paper mentioned relates to AX2012.

    Is it applicable to dynamics 365? The scenario mentioned in the question is for Dynamics 365 Activities.

  • Suggested answer
    Mea_ Profile Picture
    Mea_ 60,278 on at
    RE: Record level security in Activities

    Hi Shawn Selvam,

    Record level security was depricated in AX 2012, and XDS should be used instead. You can assign different roles to user A and B and restrict this roles to see only specific activites. For complex scenarious you can create a setup that will control XDS police, please refer to white paper 

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