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Dynamics 365 Community / Forums / Finance forum / Privileges, duties, co...
Finance forum

Privileges, duties, control name

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Hi all,

I play with D365O since a month and i work only with privileges, duties, roles ...

Now we are in phase 2 and we need to go more granular.

I mean that on a screen, for example (All customers), i don't want a user (that have a role base) to see a specific menus (invoice, collect, projects ...)

And in this menus (invoice, collect, projects ...) i want to control granular too (Account, transactions, balance ...)

I see that all this menus have a control name, can i work with ?

Is there a better way to proceed ?

Thanks for all

Regards,

Cédric

  • Community Member Profile Picture
    on at
    RE: Privileges, duties, control name

    Hi Nikolaos,  its ok i test yesterday and i success to found which privilege related to control name.

    I test and its ok.

    Just to make attention to role with many privileges to a same control name !

  • Suggested answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: Privileges, duties, control name

    For most form controls, there are no linked privileges. Instead the privileges are set only on the menu item level = granting read/update/delete access to the whole form.

  • Community Member Profile Picture
    on at
    RE: Privileges, duties, control name

    Yes its more easy like this :)

    Now to found the privileges i right click find references ?

    I test but i often found no results

  • Suggested answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: Privileges, duties, control name

    Open the form in designer (right click - Open in designer). Then it opens in the middle of the screen in the designer window. In that window, there is a search field where you can put the control name, then you will find the control.

  • Community Member Profile Picture
    on at
    RE: Privileges, duties, control name

    i understand,

    What is complicated, is that for a form name (Example : Custtable), there are 105 matches found.  And i don't see the control name in VS.

    So in UI, i see all menus items have the same " Form Name" and each button (menu item) have this own control name.

    I dont understand why i don't see it in VS,  its very strange.

  • Suggested answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: Privileges, duties, control name

    Unfortunately I don't have time for remote session. Please seek help from a D365FO/AX developer in your organization.

    If you don't find the menu item in the Display treenode, please check also Output and Action.

  • Community Member Profile Picture
    on at
    RE: Privileges, duties, control name

    I will try to understand and i am lost, i see many menu items but not the right one.

    Have you got time to do a remote session ?

  • Suggested answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: Privileges, duties, control name

    In D365 UI you will find the form name. Then find this form in Visual Studio (AOT - User interface - Forms). Right click the form - Find references and you will find the menu item that opens the form.

    Go to AOT - User interface - Menu items - Display to find the menu item.

    If you right click a menu item and Find references, you will see which privileges include this menu item.

    Same goes with form controls, if they have been specifically linked to a privilege.

  • Community Member Profile Picture
    on at
    RE: Privileges, duties, control name

    I found thanks.

    But i don't understand is, how can i make a relation between control name when i right click on menu item with browser and visual studio find references.

    My goal is to know what privileges is behind a control name or a menu item if you prefer.

  • Suggested answer
    nmaenpaa Profile Picture
    101,156 Moderator on at
    RE: Privileges, duties, control name

    Go to View - Application Explorer to open the AOT. Then select any object you are interested in, right click, Find references

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