Skip to main content



No record found.

Microsoft Dynamics AX forum
Suggested answer

Record Level Security

Posted on by Microsoft Employee

Dear All

i am having 3 Branch . Branch1, Branch2 & Branch3. 

I had opened 10 Customer in Branch 1, 15 in Branch 2 and 20 in Branch3. 

i had deployed Record Level Security as Branch 1 User can see only his branch customer, branch 2 user can see there branch customer and branch 3 user can see there branch with the help of Site.

Also i had created one more Security  Role - 1 where branch 1 & branch 2 both site are mapped and users under this role can see customer of both branch.

My Query is that i am interested to add 5 customers of Branch 3 in Role - 1.

When i edit Record Level Security for Role 1 and add Customer -> Customer Account -> Account of Customer and Save.

System make Customer Master Blank.

Record Level Security Containing Site as well Customer Account is not working.



System is working fine.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,696 Super User on at
    RE: Record Level Security Ax 2012

    Hi Vikas,

    RLS is using a query if you have restricted a branch and want to add some other customers, the branch filter will still filter out the 5 customers.

    So these 5 customers could get a unique branch that would be visible by multiple roles. That would solve your query problem.

    As an alternative you can also use address book security. You can then assign more then one address book per customer to manage visibility.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .


André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

nmaenpaa Profile Picture

nmaenpaa 101,148


Featured topics

Product updates

Dynamics 365 release plans