How can know the privileges of action buttons and fields in D365 F&O

(3) Share

Report

Posted on by J_Lee

1,266

As some forms had been customized by adding new fields and buttons, how can I find what privileges they are? Then, I can grant them to associated roles or duties. Please advise.

I have the same question (0)

All responses (8)

Answers (3)

Suggested answer

Layan Jwei 8,165 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

I think you mean that the button is linked to an action menu item. In this case go to this action menu item and right click on it and choose find references to see which security privilege it is attached to.

Thanks,

Layan Jweihan

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

Was this reply helpful? Yes No
J_Lee 1,266 on at

Like (1)

Report
Copy link

Link copied!

Thank Layan's suggestion

I have already looked up the action menu item but cannot find the desired fast tab for granting access

for example, in the form, 'Address' fast tab is present if i login as system administrator. Once, i login as general user, i cannot see the 'Address' fast tab. How can i find this privileges?

Was this reply helpful? Yes No
Verified answer

Layan Jwei 8,165 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi Community member,

I don't think addresses is an action menu item. But, if you go to the form, click on options then security diagnostics. You'll be able to see all roles, duties and privileges related to the form

But you won't see the address privilege directly, it will be attached to one of the duties or roles. Most probably the address privileges are those

You can give it a try and see

Thanks,
Layan Jweihan
Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

Was this reply helpful? Yes No
Judy Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Move to Finance Forum.

Was this reply helpful? Yes No
Suggested answer

Waed Ayyad 9,074 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

As I know the addresses tab are related to form part, LogisticsPostalAddressGridFormPart this is the menu Item related to that form part. Add this menu item and check all related roles that maybe you need. Start from here and tell me if you want more help.

Thanks,
Waed Ayyad
If this helped, please mark it as "Verified" for others facing the same issue

Was this reply helpful? Yes No
Verified answer

Waed Ayyad 9,074 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

As I know the addresses tab are related to form part, LogisticsPostalAddressGridFormPart this is the menu Item related to that form part. Add this menu item and check all related roles that maybe you need. Start from here and tell me if you want more help.

Thanks,
Waed Ayyad
If this helped, please mark it as "Verified" for others facing the same issue

Was this reply helpful? Yes No
Verified answer

Deepak Agarwal 8,602 on at

Like (0)

Report
Copy link

Link copied!

Hello,

As this is an customization, ideally this should be documented in FDD for developer action.

Do you have access to a development environment , there it will be easy to find out. Here are steps to follow in visual studio
Go to respective form and find the changes you made as extension (you can do that by putting 'E:' in object search bar on top. select the button and right click , find references. This should give you the related security objects details.

Was this reply helpful? Yes No
Layan Jwei 8,165 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

Is your question answered? If yes, then please verify the answers that helped.

Was this reply helpful? Yes No