Skip to main content

Notifications

Microsoft Dynamics SL (Archived)

How can I set up two separate views from the same module for two different users

(0) ShareShare
ReportReport
Posted on by 25

To all,

I need to install Customer Maintenance to two groups of user. Power User allows to see all the standard features, buttons and all  from the default Customer Maintenance. Standard User allows only to see the basic information such as Name, Address, Contact, phone, and Save New Customer. 

Bottom line. I need a user profile to access customer maintenance only to add basic customer information and not allow them to change fields likes Credit limit, Credit Check, Default like GL Account, ..

 

Can that be done?

 

Thank you 

 

 

*This post is locked for comments

  • Re: How can I set up two separate views from the same module for two different users

    Hello Andy,

    I assume you would like different users or groups of users to be able to have access to only specific information on the AR Customer Maintenance screen.  

    If you have purchased the Customization Manager, you could create customizations of the Customer Maintenance screen and hide or disable the fields that certain users shouldn't have access to.  Customizations can be created at the user level or the group level.  You can read more about Customization Manager in the user guide.

    Let me know if you have additional questions.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans