Invoice Pools and localised views

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Is there a way where we can determine which vendors users can see? is there a way of creating user defined groups that can only see the vendors that apply to them?

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NikolajSorensen 1,792 on at

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Hi Jamie.

The only option would be to create a security policy using XDS.

Please check the following link from MS: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/extensible-data-security-policies

This is a development customization and is essentially an advanced query that allows you to filter out records, based on the rules you implement.

BR

Nikolaj

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Jamie,

AX 2012 had a feature called Address book security which could be used to tag global address book records (parties) and use teams assignments to manage which users have access to what address books. In that way, you could achieve your requirement. This was using the XDS concept as mentioned by Nikolaj above.

Microsoft themselves did not implement this feature in Dynamics 365 (not yet). I created a solution which brings back the address book security in Dynamics 365. You can download the solution for free and can read about this on my blog: About reinstating global address book security in Dynamics 365 Finance and Operations - Dynamicspedia

You can download the source code and make changes if required for your environment.

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Community Member on at

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Hi

thanks for this, we have contacted our support partner and will discuss our options, I have not used XDS before and we have to follow a process but will share this with them.

Thank you for helping

J

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Community Member on at

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Many many thanks Andre, we have discussed it with management and our Developers and we are going to use this approach.

Always good to learn from others

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