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Small and medium business | Business Central, N...
Suggested Answer

Business Central Field Level Security

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Posted on by 2

Hi,

I have a question regarding Field Level Security in Business Central.

How we can hide access of the particular field for specific user like for example, I want to allow my X user to only he can create customer but not allow to enter credit limit amount field because we have a separate Y user for this job. so how it can be achieved in Business Central.

Thanks & Regards

Saqib Hassan

I have the same question (0)
  • Suggested answer
    Bilal Haider Profile Picture
    412 on at

    Hi,

    As pe my knowledge there is no out of box setting where you can setup this.

    There are add-ons available that you can purchase and use.

    Otherwise you can achieve this easily with development and permissions module.

    e.g. one of the solution in your case; you can create a new page that have credit limit amount field not editable. Assign this new page to user X and remove the execute permissions of original page from user X.

  • Suggested answer
    DAnny3211 Profile Picture
    11,397 on at

    hi

    to restrict access to a specific field in Business Central for a particular user, you can use Field Level Security. Here are the steps to achieve this:

    Open the "Field Security Profiles" page in Business Central.

    Create a new field security profile or select an existing one.

    In the "Field Security Profile Card" page, click on the "Fields" action tab.

    Select the table containing the field you want to restrict access to (in this case, the "Customer" table).

    Locate the field you want to restrict access to (in this case, the "Credit Limit" field) and select it.

    Click on the "Edit Permissions" action tab.

    In the "Permission Sets" page, select the permission set you want to restrict access to (in this case, the "X User" permission set).

    Uncheck the "Read" and "Insert" checkboxes for the field.

    Click "OK" to save the changes.

    Now, the user with the "X User" permission set will be able to create customers but will not be able to view or enter data in the "Credit Limit" field. The user with the "Y User" permission set will have the necessary permissions to view and edit the "Credit Limit" field.

    DAniele

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,105 Moderator on at

    I am sorry but the solution that  Daniele describes is not a part of the system. So I do not know why he answers as he does.

    You can have record level security in Business Central but the field level security is not part of the standard product.

    learn.microsoft.com/.../data-security

  • Suggested answer
    Cristian Profile Picture
    5 on at
     

    Hi Hassan,

    If you are still struggling with Field Level Security here is a friendly suggestion for you to try out. It is called BC X-RAY and it is an extension for Business Central. My organization is very pleased with it so why not try it out and see it yourself. It also has some other additional features that you might find interesting.

    You can try it out and test it for free as they provide a 30 days free trial.

    Best of luck!

    You can find the extension on Microsoft Appsource: https://appsource.microsoft.com/da-dk/product/dynamics-365-business-central/PUBID.tools4bc%7CAID.bcxray%7CPAPPID.b1e69cf4-a407-48a8-b4e0-ceb75fd52c01?tab=Overview

  • Suggested answer
    Jun Wang Profile Picture
    8,200 Super User 2025 Season 2 on at
    in theory, this might be achievable but could be tricky to set up
     
    the best way is to create customized permission sets by recording.  here is one of my blog on this
     
     
    security filter won't be much use in this situation, it controls on the record level. 
     
    Jun Wang
     
  • Suggested answer
    JK-21112141-0 Profile Picture
    2 on at

    Hi Saqib,

    Managing user access to specific fields in Business Central isn’t included in the standard offering from Microsoft.

    But I’ve come across a solution called BC X-RAY that includes Field Level Security capabilities, which may be worth considering for your needs. It is possible to specify users who can or can't modify a field, and it support all fields on all tables in standard Business Central. You can find more details at bcxray.com or directly on AppSource https://appsource.microsoft.com/en-us/marketplace/apps?search=bc%20x-ray&page=1 

    I will be able to solve your issue effectively.

    Best regards,
    Jesper

  • Suggested answer
    YUN ZHU Profile Picture
    95,329 Super User 2025 Season 2 on at
    Hi, or just set different roles, A role can modify this field, B role cannot modify.
    Business Central 2023 wave 2 (BC23): Customize field editability from UI (Lock editing & Unlock editing)
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Suggested answer
    JK-21112141-0 Profile Picture
    2 on at

    Hi everyone,

    Just to clarify, field level security is not a native feature in Business Central. Standard permissions control access at the record level, but fine-grained control at the field level requires either developing your own extension and programming field-by-field or using a third-party solution.

    If you want to get started quickly and/or have many fields to control, I can highly recommend the BC X-RAY extension. I’ve used it myself, and it works reliably and seamlessly. It allows you to specify which users or security groups can or cannot modify specific fields across all tables in Business Central. It’s a proven tool that can save a lot of development effort and provide the security controls you need.

    You can find more details about BC X-RAY on AppSource or directly on their website bcxray.com. It’s definitely worth considering if field-level security is a requirement in your environment.

    Hope this helps!

    Best,
    Jesper

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