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Small and medium business | Business Central, N...
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Setup a Permission set for a purchaser

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Posted on by 170
I want to setup a "permission set" for a purchaser: 
 
  • Create/modify sales quote
  • Process a reception on a purchase order
  • Create an incoming document (representing an invoice)
 
Typically, this type of user only need a "team license".
 
I don't want this user to be able to access sales functionnalities (
 
 
I want to configure a "permission set" for a buyer: 
  • Create/edit a sales quote
  • Process a receipt on a purchase order
  • Create an incoming document (representing an invoice)
This type of user only needs a “team" license.
 
I do not want this user to be able to access sales functionalities (access to customers, sales quotes, sales invoices, etc.)
 
I tried to use the following permission sets: 
  • "D365 PURCH DOC, EDIT".  But its missing all the prerequisites allowing me to access the business central (ex: login)
    • What permissions sets are the minimum prerequisites to D365 PURCH DOC, EDIT ?
  • "D365 TEAM MEMBER".  It works, but gives access to all sales features
    • I know I can exclude permissions from this permission set... but is there a list of objects that refer to sales I can use ?
  • Suggested answer
    YUN ZHU Profile Picture
    84,682 Super User 2025 Season 1 on at
    Setup a Permission set for a purchaser
    Since Microsoft adds and updates some features in each version, I personally recommend using exclusion, which will be much simpler.
    You can use the Recrod Permission function mentioned by gdrenteria, but after BC update, there may be permission problems because Microsoft added some standard features.
     
    PS: Dynamics 365 Business Central: Permission Exclusion (Exclude in Permission Set)
     
    Thanks.
    ZHU
  • Suggested answer
    Gerardo Rentería García Profile Picture
    19,937 Most Valuable Professional on at
    Setup a Permission set for a purchaser

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Leaderboard > Small and medium business | Business Central, NAV, RMS

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Sohail Ahmed Profile Picture

Sohail Ahmed 1,452

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YUN ZHU 1,313 Super User 2025 Season 1

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