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Supply chain | Supply Chain Management, Commerce
Answered

Record / field based security in D365

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Posted on by

Hi everyone,

Can you share some sources about setting up record or field based security in D365 F&O?

I basically need the user to see only records he or she is allowed to based on the value of a field in a table.

Thanks in advance.

BR,

Simeon

I have the same question (0)
  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at

    You can use eXtensible Data Security (XDS): alexdmeyer.com/.../

  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Hi Simeon,

    Here is another example demonstrating XDS

    dynamicsaxtechnicalstuff.blogspot.com/.../extensible-data-security-xds-in.html

  • Verified answer
    HenryXie Profile Picture
    on at

    Hi Simeon,

    this is D365 security architecture docs.microsoft.com/.../security-architecture

    Record-level security, which was a mechanism for securing data in Dynamics AX 2012 and earlier versions, is obsolete. Extensible data security is the recommended mechanism for securing or filtering data in the program.

    There is demo for extensible data security:community.dynamics.com/.../extensible-data-security-in-d365

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Simeon,

    You can also find some information and examples on record based security on my blog: dynamicspedia.com/.../xds

    On the blog from Alex Meyer (shared by Nikolaos), you can also find an blog related to field level security.

  • Community Member Profile Picture
    on at

    Thanks, everyone. The information you shared is very helpful.

    BR,

    Simeon

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