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Dynamics 365 Community / Forums / Finance forum / permissions for fields...
Finance forum

permissions for fields in a table

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Posted on by dark_knight 1,092

Hello,

I'm trying to set up permissions for fields in a table using this article from MS:

https://docs.microsoft.com/en-us/dynamicsax-2012/developer/how-to-design-permissions-for-fields-in-a-table

I have set up privilege like that:

pastedimage1564936844370v1.png

For each field and for the table in the node "Permissions" I have set up "read" access. I thought after that I shouldn't be able to enter new values to the form "RRepEquipmentTableForm" but I still can do this."RRepEquipmentTableForm" has got table "RRepEquipmentTable" as its only datasource. Could you pls tell me maybe I don't understand something?

Thanks.

Categories:
Development / Customization / SDK
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,273 Super User 2026 Season 1 on at

    Hi Azat,

    Probably, you did some parts already correctly, but you didn't mention all relevant information in your question.

    - Make sure you are not using a user with the system administrator role as this person is bypassing all security

    - Make sure the user doesn't have other privileges directly or indirectly using the same menu-items where the security would be cumulative granting again access.

    - If this is done correctly, make sure you do a full database synchronization. There was one started as I can see in your screenshot, but a full DB sync will also sync the security settings fully.

    PS. I do like your questions. You seem to be eager to understand the security architecture correctly. Thanks for your great questions.

  • dark_knight Profile Picture
    dark_knight 1,092 on at

    Hello Andre,

    Thank you very much and I do like all your answers and you trying to help people. Not to duplicate I have written about the same issue in the thread called "don't see a button through privilege". Could you pls answer me there?

    regarding points:

    - Make sure you are not using a user with the system administrator role as this person is bypassing all security - I'm using user with no administrative rights.

    - Make sure the user doesn't have other privileges directly or indirectly using the same menu-items where the security would be cumulative granting again access. - My user has got only one security privilege assigned.

    - If this is done correctly, make sure you do a full database synchronization. There was one started as I can see in your screenshot, but a full DB sync will also sync the security settings fully. - I'll try to do full sync

    Thanks

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,273 Super User 2026 Season 1 on at

    Hi Azat,

    Thanks. Please provide feedback once you tested it after the DB sync.

  • dark_knight Profile Picture
    dark_knight 1,092 on at

    I'm making full DB sync Menawhile in my previous thread Nikolaos wrote the following:

    "Since you grant Delete access to this menu item, the user has access to all fields in the form's data source. In addition to that, you grant Read access to some table fields, but in this case it doesn't have any impact since the user already has greater access through the menu item.

    You can use the NeededPermission property of the form controls to limit access, and then grant Read access to these controls in your privilege."

    Can it be so that table/fields permission don't override privilege's menuitem permissions in D365FO?

  • dark_knight Profile Picture
    dark_knight 1,092 on at

    I made full sync DB and still I have full access to all fields. Seems like tables/fields permissions don't override privilege's entry point permissions to form. Andre and you say that in AX2012 they override based on your previous experience, right?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,273 Super User 2026 Season 1 on at

    Hi Azat,

    I was expecting it should work. I had a scenario in the past where a form had multiple data sources. The privilege was set to 'Delete' and using table permissions, I did restrict some tables. I have to prepare a scenario to be able to reproduce your issue.

  • dark_knight Profile Picture
    dark_knight 1,092 on at

    Hello Andre,

    Thank you.  Where did you have such experience? In 2012 AX? or in D365FO?

  • dark_knight Profile Picture
    dark_knight 1,092 on at

    Also Andre I have set up "No access" to 2 fields and they became invisible for me. So at least such restriction works fine,

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,273 Super User 2026 Season 1 on at

    At least, I have done it in AX 2012. Not sure if we had a similar requirement in MSDyn365FO. But as promised, I will try to created a scenario in my sandbox.

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,710 Moderator on at

    Hi Azat ,

    As you are learning the security , following post would be helpful for you to understand how to set up security on certain fields. I agree with Andre , I have done similar thing in ax 2012 but can confirm in d365 once I get system in my hand.

    alexdmeyer.com/.../

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