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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to restrict access...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to restrict access to Menu based on security roles?

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Posted on by RSX 204
Hi,
Is there any option, where based on a security role, can we restrict access to a particular module (Menu)?
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 306,854 Super User 2026 Season 2 on at
    HI RSX,
     
    You can create security roles where you grant access to only the menu items a user is entitled to. That will build the menus. However, maybe your question is about having e.g. a role for a sales person that should have access to customers and sales orders. As the menu items are used in three different menus, the user will then have access to the menu items in all three of them. Is your question then to use e.g. only Sales and Marketing menu and hide the other menus? If so, that is not supported by Microsoft. 
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    Please refer to the threads below and test it using secure development tools. Hope it can give you some hints.
    Solved: Restrict access to menu items by privilege (dynamics.com)
    Solved: Restrict access to a module (dynamics.com)
    Best Regards,
    Hana

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