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Finance | Project Operations, Human Resources, ...
Suggested Answer

XDS Security - D365

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Posted on by

Hi All,

Is there any way to apply XDS security to the system on the basis of an identifier(policy) to all forms of D365 without selecting the forms one by one in coding?

Basically, what is the sound and convenient way to apply XDS security to the whole application.

Regards,

Hina Nadeem

I have the same question (0)
  • Nya Profile Picture
    29,060 on at

    Hi Hina,

    I'll move your issue to F&O forum for more help.

     

    Best Regards,

    Nya

  • André Arnaud de Calavon Profile Picture
    301,119 Super User 2025 Season 2 on at

    Hi Hina,

    XDS security is assigned to tables and views; not to individual forms. Can you elaborate on your scenario? What exactly do you mean with the whole application? What do you envision to achieve?

  • Hina Nadeem Profile Picture
    on at

    Hi Andre,

    Thankyou for response!

    My requirement is to apply XDS security on various tables in D365 to restrict users view to only region/address specific transactions.

    Right now I have to identify the forms and put in code one by one, Is there any way I can code this thing for all forms of D365 at once?

    Regards,

    Hina Nadeem

  • André Arnaud de Calavon Profile Picture
    301,119 Super User 2025 Season 2 on at

    Hi Hina,

    What would be the exact logic to view specific transactions? Is there any relation between the user and regions?

    Can you share what you have done so far? How does the XDS policy look like and what coding did you add to these forms? I'm surprised that you are using coding to enable XDS security on the forms.

  • Suggested answer
    Hossein.K Profile Picture
    6,648 on at

    Hi,

    We can use uncheck::XDS in every method required. One solution is linking each display menu item to action menu item. In the main method of the action menu item we disable the security policy then run the related display menu item.

    public static class ActionMenuItem
    {
        static void main (Args _args)
        {
            unchecked(Uncheck::XDS)
            {
    
                MenuFunction mf;
                mf= new MenuFunction(menuItemDisplayStr(myDisplayMenuItem), MenuItemType::Display);
                mf.run(_args);
                mf.wait();
            }
        }
    }

    Now, you should relate the menu item to role(users)

  • Hina Nadeem Profile Picture
    on at

    Hi Andre,

    Thanks for the answer!

    Sorry there was a misunderstanding at my end, we are not using coding, what we are doing is:

    On the basis of Address book we are applying security policy. For example: we are having this security in place for China and Singapore.

    To achieve this we have to add each table one by one as constrained table in security policy. But this seems not feasible if we want do this for whole application.

    Can you suggest some other work around?

    Many Thanks,

    Hina Nadeem

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,119 Super User 2025 Season 2 on at

    Hi Hina,

    Unfortunately, you have to link all related tables as constrained tables. In AX2012, there was an out of the box option to secure by address book. This has not been migrated to Dynamics 365 yet. After several times asking Microsoft for an update, I agreed with them that I would provide an intermediate solution to reinstate the address book security. You can read my blog and download the objects to have a jump start!

    About reinstating global address book security in Dynamics 365 Finance and Operations - Dynamicspedia

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