web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Introducing our New Video Series: Community Spotlight
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How can I query an ele...
Finance | Project Operations, Human Resources, ...
Answered

How can I query an element to block in a security role?

(1) ShareShare
ReportReport
Posted on by Sergio_Vasquez 129
To block a specific item called ‘Invoice’ that appears in the top menu, accessed through Sales and Marketing >> Sales Orders >> All Sales Orders, you need to locate this item within the security roles. If there is no documentation on these relationships and the control name is not visible, one option could be to search for the form name. However, this would block the entire form, which is not feasible if you want to restrict only the specific item. It would be helpful to have a method for identifying and managing specific elements within security roles
I have the same question (0)
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Moderator on at
    Every form in F&O has Security diagnostics available under the Options tab.
     
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,715 Super User 2026 Season 1 on at
    Hi Sergio,
     
    The security diagnostics will only give security object information about the menu item you opened, not all elements on the form that might be included in other privileges. 
    Usually, I use Visual Studio to locate the elements on the form and then use View related roles tooling to find the related security objects.
    There are also ISV solutions that provide more information in the application itself. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the December Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 662 Super User 2026 Season 1

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 280 Super User 2026 Season 1

#3
Martin Dráb Profile Picture

Martin Dráb 201 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans