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Dynamics 365 CommunityForums Supply chain | Supply Chain Management, Commerce Setup Role access sale...

Supply chain | Supply Chain Management, Commerce

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Setup Role access sales quotations.

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Posted on by PP-29040829-0

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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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Hana Xue Microsoft Employee on at

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Setup Role access sales quotations.

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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