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Record Level Security - D365 F&O

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Posted on by kabilash

Hello Experts,

Can someone guide me to configure record level security in D365 f&o , I need to restrict the user by warehouse wise. The user wants to see the records that is only related to particular warehouse or any alternate solutions?

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Bharani Preetham Pe... 3,622 Moderator on at

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RE: Record Level Security - D365 F&O

For that you can create a XDS query, policy and you can assign that to a role. Please check the below link.

alexdmeyer.com/.../
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Hana Xue Microsoft Employee on at

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RE: Record Level Security - D365 F&O

Hi Kabilash,

You can check the old thread for related discussion, hope it can help you.

(+) D365 F&O On premise Restrict users per warehouse and their items - Dynamics 365 Supply Chain Management Forum Community Forum

Best Regards,

Hana
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André Arnaud de Cal... 292,999 Super User 2025 Season 1 on at

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RE: Record Level Security - D365 F&O

Hi Kabilash,

Record level security is replaced with the Extensible Data Security (XDS) framework. I made an example before. You can find details on my blog and download the example to get a quick start.

Extensible Data Security examples - Secure by warehouse (dynamicspedia.com)
GirishS 27,823 Moderator on at

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RE: Record Level Security - D365 F&O

Hi Kabilash,

You can also refer to below blog for record level security.

https://alexdmeyer.com/2019/02/20/extensible-data-security-xds-framework-in-d365fo/#:~:text=The%20Extensible%20Data%20Security%20(XDS,previous%20versions%20of%20Dynamics%20AX.

Thanks,

Girish S.
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Mohit Rampal 12,556 Moderator on at

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RE: Record Level Security - D365 F&O

Hi, You can check these articles for Record level security. Alternate solution would be to create Saved view by filtering on specific warehouse (If this requirement is not related to security and only for view purposes).

mfmujahidmim.wordpress.com/.../

samidax.wordpress.com/.../