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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Security role for spec...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Security role for specific Electronic Report in Electronic Reporting in D365 FO

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Posted on by Raj Borad 1,570
Hi all,
 
We have created a Report in Electronic Reporting in FO and want to create/find a security role/privilege for that report only.
We found that there are roles and duties related to all menu items of the electronic reporting, and it is configuration-based. 
 
Is there any way possible for this specific report level security?
 
Regards,
Raj
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Suggested answer
    Adis Profile Picture
    Adis 6,766 Super User 2026 Season 1 on at
    Hi,
     
    In short: No. Generally, if you can view\maintain data, you can do it for all data.
     
    However, there is a framework from Microsoft, where you can create policies, by development, so that users with certain roles or user group can access just the specified report.
     
     
    Kind regards, Adis
     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 305,012 Super User 2026 Season 1 on at
    Hi,
     
    The ER configurations themselves don't have a link with security roles; only with country/region tags. Many ER configurations are linked to some functionality in the application. E.g., the payment formats can be used in payment journals. A person which doesn't have access to the payment journals will not have access to those electronic reports.
    If you have a list of reports in a grid that would need to be restricted, you can think of eXtensible Data Security (XDS) to hide records as mentioned by Adis.

    If you need more guidance on XDS, you can also check my blog. I wrote about this topic and shared several examples including the option to download code examples.

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