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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / D365 F&O On premis...
Supply chain | Supply Chain Management, Commerce
Answered

D365 F&O On premise Restrict users per warehouse and their items

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Posted on by NaveenKumar S 3,477

Hello, 

Is there a way we can restrict users to particular warehouses, for example, we have 10 warehouses, and we have 20 users in one legal entity, how can I restrict two users each for one warehouse so that when they log in they see only their warehouse. And there are 20 items each user is in charge of specific items, can I restrict them to see only these items perform inventory movements and transfers of only his items to and from his warehouses?

previously there was record-level security in AX2012 I haven't tried it though can this solve in D365 F&O

Thanks in advance 

I have the same question (0)
  • Suggested answer
    Gorminator Profile Picture
    Gorminator 2 on at

    Hello,

    XDS would still be the solution to this gap.

  • NaveenKumar S Profile Picture
    NaveenKumar S 3,477 on at

    Hi Ian,

    there is no record level security in D365 F&O?

  • Verified answer
    Gorminator Profile Picture
    Gorminator 2 on at

    XDS is the replacement for record-level security, to my understanding.

    dynamicspedia.com/.../

    docs.microsoft.com/.../manage-record-level-security

    docs.microsoft.com/.../extensible-data-security-policies

  • NaveenKumar S Profile Picture
    NaveenKumar S 3,477 on at

    Hello,

    thank you for the reply, as we went through the links, we got the understanding for designing a query and we need VS, we are trying to find a solution where this can be achieved functionally, is there any workaround for this?

    thanks in advance  

  • Suggested answer
    NikolajSorensen Profile Picture
    NikolajSorensen 1,814 on at

    There is no workaround, the only option is XDS and it is indeed a code development you need to do.

    BR

    Nikolaj

  • Verified answer
    ColbyGallagher Profile Picture
    ColbyGallagher 3,668 on at

    Yes, you can create an XDS policy in D365 that has InventDim as a constrained table.  To restrict users to seeing specific items, you're going to need a custom table to indicate which users or warehouses can see which items, then use that to constrain InventTable.

  • NaveenKumar S Profile Picture
    NaveenKumar S 3,477 on at

    Yes, we made a custom table and now doing the query to restrict the warehouses, we want to see if this will restrict the transactions as well and items master also.

    Another workaround we separate entities and configured intercompany posting and each users can access his own entity

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at

    I just noticed this question today as it was referenced from another question. The suggestion that you can use the InventDim table as contrained is not without a risk. When you hide records for a user, you can expect runtime errors that a specific InventDim combination already exists. Test it carefully if you intend to constrain this table.

    You can read my blog for more information about restricting warehouses for users and the details why constraining the InventDim table might be an issue: Extensible Data Security examples - Secure by warehouse (dynamicspedia.com)

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