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Microsoft Dynamics NAV (Archived)

Restrict a sales person to only see his customers

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Posted on by 65

Is it possible to restrict a sales person to only see his customers as opposed to all customers within the system?

thanks

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  • Suresh Kulla Profile Picture
    Suresh Kulla 44,656 on at
    RE: Restrict a sales person to only see his customers

    Did you resolve your issue, if so please mark it as answered.

  • Verified answer
    Tharanga Chandrasekara Profile Picture
    Tharanga Chandrasekara 23,116 on at
    RE: Restrict a sales person to only see his customers

    You should use the security filters to achieve that. First link is from MSDN and second link  is from a blog. If you need more clarification please get back to us.

    msdn.microsoft.com/.../hh166853(v=nav.80).aspx

    www.navision-girl.com/.../security-filter-record-level-security.html

  • Suggested answer
    Roberto Stefanetti Profile Picture
    Roberto Stefanetti 12,998 on at
    RE: Restrict a sales person to only see his customers

    hi,

    nice simple example here

    stoneridgesoftware.com/nav-security-and-security-filters-practical-observations

  • Verified answer
    Suresh Kulla Profile Picture
    Suresh Kulla 44,656 on at
    RE: Restrict a sales person to only see his customers

    Use security filter to restrict the data, check the below link

    https://msdn.microsoft.com/en-us/library/hh166853(v=nav.80).aspx

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