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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Security on main accou...
Finance | Project Operations, Human Resources, ...
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Security on main account + dimension set

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Posted on by Deepak Sharma 92
Hi All

can it be possible to restrict users to see posted transactions of a specific main account and dimension set so that users could only see the transactions without dimension. I want to secure a specific main account plus dimension set.
 
please suggest.
 
Regards 
Deepak
I have the same question (0)
  • PhillipsB Profile Picture
    PhillipsB 102 on at
    Security on main account + dimension set
    Hi,
     
    Yes, it is possible. Start by creating a new security role or modifying an existing one. This role should have limited access to the financial dimensions and posted transactions. Then in the security role, specify the permissions for the relevant main accounts. Under the security role, limit access to the financial dimensions by setting the permissions accordingly. Make sure users only have access to transactions that do not include the restricted dimensions.
     
    After configuring the security role, test it with a user assigned to that role to ensure they can only see the allowed transactions and not the restricted ones.
     
    Hope it helps
  • Suggested answer
    NikolajSorensen Profile Picture
    NikolajSorensen 1,792 on at
    Security on main account + dimension set
    As the reply states in that thread, you will need to use XDS ti sikve a requirement of that sort. 
     
  • Deepak Sharma Profile Picture
    Deepak Sharma 92 on at
    Security on main account + dimension set
    Hi Nikol
     
    Thanks for reply.
    Would XDS secure my transactions on page level
    only or something else. Can you brief me a bit. it will help a lot.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,716 Super User 2025 Season 2 on at
    Security on main account + dimension set
    Hi Deepak,
     
    It depends on what page you want to restrict what details. Some menu items can be hidden by security and you can restrict main accounts using XDS. 
    In case you want to have on the Voucher transactions the main account only visible for users without the dimensions from the field Ledger account, then you would need to restrict access to that field and using a personalization you can distribute to have the field Main account visible instead of the Ledger account.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,716 Super User 2025 Season 2 on at
    Security on main account + dimension set
    Hi Deepak,
     
    I shared some additional details of my previous reply in a new blog post: https://dynamicspedia.com/2024/12/security-how-to-remove-dimension-values-from-voucher-transactions/
  • Deepak Sharma Profile Picture
    Deepak Sharma 92 on at
    Security on main account + dimension set
    Hi Andre
     
    Thanks for you reply
     
    Here is the brief requirement of scenario.
     
    We want to use a main account + dimension set to record costs through general journals and to post budget register entries with the same main account + dimension in D365 Finance & Operations. This will allow us to compare actual vs. budgeted amounts on a dimension-wise basis. However, we want to ensure that the dimension is only visible to specified users. We aim to hide/restrict the dimension on posted transactions in the general ledger, budget register entries, and all other relevant reports and pages, including Trial Balance, Actual vs. Budget, Voucher Transactions, Budget Register Entries, General Journals, and any other areas where the dimension can be seen.
     
     
    Please see and suggest.
     
    Regards
    Deepak Sharma
  • Deepak Sharma Profile Picture
    Deepak Sharma 92 on at
    Security on main account + dimension set
    Hi Everyone 
     
    Can anyone help us for below mentioned requirements?
     
    Thanks
    Deepak
  • Suggested answer
    NikolajSorensen Profile Picture
    NikolajSorensen 1,792 on at
    Security on main account + dimension set
    Hi Deepak.
     
    As mentioned previously, if you want to restrict access to specific records based on e.g. a dimension value then XDS is one of the options.
     
    But be careful as it might be a large task when needing to ensure the access is restricted across all affected forms, reports etc. 
  • Deepak Sharma Profile Picture
    Deepak Sharma 92 on at
    Security on main account + dimension set
    Hi Nikol
     
    Thanks for your reply. We are trying to complete this XDS set up.
     
    Thanks
    Deepak Sharma

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