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Answered

Exclude in Permission Set

Posted on by 15,428

Hi

I heard in BC 20.1 you can Exclude some permissions from permission set. But I cannot find it. Does anyone know how I can do this?

Thanks 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Exclude in Permission Set

    Hi, Sure, I tested before. Page object works.

    For example,

    pastedimage1675816836875v2.png

    pastedimage1675817223646v3.png

    pastedimage1675817251540v4.png

    But please note that if you exclude it in the A permission set, but add the B permission set to the user, and the B permission set includes the Customer page permission, the exclusion of A is useless, because the intersection is used.

    Hope this helps.

    Thanks.

    ZHU

  • khoi Profile Picture
    khoi 5 on at
    RE: Exclude in Permission Set

    it is notworking with exclude  Page (not tabledata), have you test with give access to Page for examole Customer card, Customer list  or you just test with Table data

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Exclude in Permission Set

    Hi, I also did a simple test of this feature last week, hope it helps.

    https://yzhums.com/30562/

    Thanks.

    ZHU

  • Verified answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Exclude in Permission Set

    Hello,

    Here is how it works in version 21.

    1. create a new PS called Language

    2. select the PS called language and click on Permissions

    2. add TableData 8 (Language)

    3. create a new PS called Exclude Language

    4. select the PS called Exclude Language and click on Edit List (which will bring the list into view mode)

    5. select the PS called Exclude Langage which will open the PS

    6. edit the PS

    7. under Permission Sets, select Include, add PS D365 BUS Full Access

    8. add a new line, select Exclude, add PS Language

    9. search for users and add PS Exclude Langage to one of them (without any other PS)

    Test:

    Logon with the second user and notice that Language is gone and can no longer be accessed. Fields are also gone from Customer card and it is no longer possible to use a direct link via /?page=9.

    Note that when exporting the PS to XML file, in the above example, the whole D365 BUS Full Access PS is imported except for table data 8. A newly imported PS will provide the same experience (Language excluded). It is not yet possible to import exclusions in the same way as how the initial PS was created.

    Hope it helps.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Exclude in Permission Set

    Hi, This feature seems to be postponed to the next major release.

    But you can find some operations in the current version, I tested it but it doesn't work very well, or maybe there is something wrong with the way I tested it.

    For example,

    The field has been added on the Permissions page.

    pastedimage1658794653389v1.png

    And you can find a new action.

    pastedimage1658794672173v2.png

    pastedimage1658794686568v3.png

    You can try it. If the test passes, I hope you can share the information.

    Thanks

    ZHU

  • Sergio G Profile Picture
    Sergio G 42 on at
    RE: Exclude in Permission Set

    How did you make include/exclude in 20.3? Could you please show with a screenshot? Thanks

  • Yann J. Profile Picture
    Yann J. 55 on at
    RE: Exclude in Permission Set

    This was one of the most interesting feature of the release. Permission management is the current system is not production proof when updating…

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    RE: Exclude in Permission Set

    Hi, Yann J, just share some new info, today I found Permission enhancements (Exclusion) were removed to the next release wave (BC21).

    More details: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/change-history#features-removed-from-release-plan-8

    pastedimage1658388637016v1.png

  • Yann J. Profile Picture
    Yann J. 55 on at
    RE: Exclude in Permission Set

    the feature is not present in docs.microsoft.com/.../ either

  • Yann J. Profile Picture
    Yann J. 55 on at
    RE: Exclude in Permission Set

    I have try to test in a 20.3 instance :

    - create a permission set "EXCLBUSPREM" with tabledata 3 : include/exclude = exclude, insert = yes, modify = yes, delete = yes

    (because I can not do it from UI, I modified the xml and imported it).

    - create a group with permission sets : "D365 BUS PREMIUM" and "EXCLBUSPREM"

    Adding this group to a user (only set this group), the effictive permission are not showing any relationship with EXCLBUSPREM, the user still access and modify tabledata 3.

    I think the feature is partially present (include/exclude) but not working at all.

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