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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Setup Role access sale...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Setup Role access sales quotations.

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Posted on by PP-29040829-0 56
Dear Community Group,

I have received a request from users. They want to set up role for sales quotations.

For example, if User A manages Customer A, they should only see sales quotations related to Customer A.

Similarly, if User B manages Customers B and C, they should only see sales quotations related to Customers B and C.

 
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  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    You can consider configuring security roles and data permissions to achieve this. Try to set up role-based access for a sales quote, this includes creating roles, assigning permissions, and defining data access policies. For more details, you can view the links to Security Roles and Data Policies below:
    Role-based security - Finance & Operations | Dynamics 365 | Microsoft Learn
    Extensible data security policies - Finance & Operations | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana
     

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