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Small and medium business | Business Central, N...
Suggested Answer

Roles and Permissions

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Posted on by 23

Hello everyone,

 

I need help configuring user roles and permissions in Business Central.

 

I want to assign very specific access levels for different users

  • User A

    Should have access only to the Purchase and Warehouse modules.

    They should not be able to see or open any Sales pages (e.g., Sales Quotes, Sales Orders, or any other sales-related documents).

  • User B

    Should have access only to the Warehouse module.

    They must be able to perform all warehouse-related transactions and review entries, but must not have access to any other functional areas

 

I would like guidance on:

 
  1. How to properly configure these restrictions using permission sets / security roles, and

  2. What is the best approach for maintaining such strict module-based user access in Business Central.

Any advice, recommended practices, or examples would be greatly appreciated.

 

Thank you,

Suketu


 
I have the same question (0)
  • Suggested answer
    Pallavi Phade Profile Picture
    5,338 Super User 2026 Season 1 on at
    Namaste @CU16041326-0
     
    Create new permission set for Purchase , Warehouse seperately
     
    Remove Super , D365 Full Access ., D365 Bus. Access , Add basic login access .
     
    Add below permsision setss for Purchase 
    Considering trnasactions , masters 
     
    D365 PURCH DOC, EDIT Dyn. 365 Create purch. doc. System Base Application
    D365 PURCH DOC, POST Dyn. 365 Post purchase doc. System Base Application
     
    Permission Set Name Type Extension Name
    D365 ITEM AVAIL CALC Calculate item availability System Base Application
    D365 ITEM, EDIT Dynamics 365 Create items System Base Application
    D365 ITEM, VIEW Dynamics 365 View items System Base Application
    D365 VENDOR, EDIT Dynamics 365 Create vendors System Base Application
    D365 VENDOR, VIEW Dynamics 365 View vendors System Base Application
     
     
     
    Add below permission set for Warehouse 
     
    Considering trnasactions , masters 
    Permission Set Name Type Extension Name
    D365 WHSE, EDIT Dynamics 365 Create warehouse System Base Application
    D365 WHSE, SETUP Dynamics 365 Setup warehouse System Base Application
    D365 WHSE, VIEW Dynamics 365 View warehouse System Base Application
     
     
    Permission Set Name Type Extension Name
    D365 ITEM AVAIL CALC Calculate item availability System Base Application
    D365 ITEM, EDIT Dynamics 365 Create items System Base Application
    D365 ITEM, VIEW Dynamics 365 View items System Base Application
    D365 VENDOR, EDIT Dynamics 365 Create vendors System Base Application
    D365 VENDOR, VIEW Dynamics 365 View vendors System Base Application
     
    D365 INV DOC, CREATE Dyn. 365 Create inventory doc System Base Application
    D365 INV DOC, POST Dyn. 365 Post inventory doc System Base Application
    D365 INV, SETUP Dyn. 365 Inventory Setup System Base Application
     
     
    Add Profiles to user Purchase
     
    Add profile to user Warehouse
     
    Regards
    Pallavi Phade
  • Suggested answer
    Jainam M. Kothari Profile Picture
    15,668 Super User 2026 Season 1 on at
    Hello,
     
    To configure strict module-based access in Business Central, create custom permission sets tailored to each user’s role: start with standard sets like D365 PURCH DOC, EDIT or D365 WMS FULL ACCESS, then remove any unwanted permissions (e.g., Sales tables/pages for User A and all non-Warehouse permissions for User B).
     
    Use the Permission Recorder to capture required actions, avoid overlapping sets, and assign these custom sets via the User Card.
     
    Regularly review permissions after updates to maintain compliance and ensure users only access their designated functional areas.
  • Suggested answer
    OussamaSabbouh Profile Picture
    11,382 Super User 2026 Season 1 on at
    Hello,
     
    To restrict users by module in Business Central:
     
    Give each user minimal base permissions (e.g., D365 READ).
     
    Add only the functional sets they need (Purchasing or Warehouse).
     
    Create a Deny-type permission set for modules they must not access (e.g., deny all Sales tables/pages).
     
    Assign both the needed permissions + the deny set to each user.
     
     
    This is the cleanest and safest way to control access by module.
     
    Regards,
    Oussama Sabbouh
  • Suggested answer
    YUN ZHU Profile Picture
    98,233 Super User 2026 Season 1 on at
    Hi, My personal suggestion is to use Permission Exclusion, as it's simpler.
    Dynamics 365 Business Central: Permission Exclusion (Exclude in Permission Set)
     
    Thanks.
    ZHU
  • Gerardo Rentería García Profile Picture
    25,547 Most Valuable Professional on at
  • Suggested answer
    Rishabh Kanaskar Profile Picture
    6,215 Super User 2026 Season 1 on at
    Hi,
     
    Create custom permission sets for each user:

    User A
    Start with base sets: D365 PURCH DOC, D365 WAREHOUSE.
    Remove any sets that include Sales (e.g., D365 SALES DOC).
    Verify by checking permissions in Permission Sets and removing access to Sales tables/pages.
     
    User B
    Assign D365 WAREHOUSE only.
    Ensure no other functional sets are assigned.
     
    Best approach:
    Use custom permission sets instead of modifying standard ones.
    Test with Effective Permissions to confirm restrictions.
    Maintain strict module-based access by grouping permissions by functional area and avoiding overlapping sets.
    For long-term control, manage via Security Groups and assign permission sets to groups.
     
    Thanks
    Rishabh

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