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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How can I query an ele...
Finance | Project Operations, Human Resources, ...
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How can I query an element to block in a security role?

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Posted on by Sergio_Vasquez 121
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
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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,619 Super User 2025 Season 2 on at
    Como puedo consultar un elemento para bloquear en un rol de seguridad?
    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... 299,407 Super User 2025 Season 2 on at
    How can I query an element to block in a security role?
    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. 

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