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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / User Permission to fil...
Small and medium business | Business Central, N...
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User Permission to filter By Warehouse/Dimension

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Posted on 26 Mar 2025 05:29:40 by Samantha73 2,736
Hi All
I want to see if its possible set up permissions so documents can be viewed and edited by only users linked to the header warehouse (or dimension) . So for example if we have a country dimension with values US,NZ . Users 1 linked to both US and NZ, user2 only NZ. In that instance user 1 can view all sales orders with country US or NZ, user2 only NZ. I see in the base app warehouse employee setup kind of use this logic. the other option is to customise 
Categories:
Dynamics 365 Business Central migration
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 11,944 Super User 2025 Season 1 on 26 Mar 2025 at 15:17:11
    User Permission to filter By Warehouse/Dimension
  • gdrenteria Profile Picture
    gdrenteria 16,284 Most Valuable Professional on 26 Mar 2025 at 10:09:45
    User Permission to filter By Warehouse/Dimension

    Hi, good day
    I hope this can help you, and give you some hints.

    Dynamics 365 Business Central: Using Security Filters to Limit Data – DvlprLife.com

    Solved: Dimensions and User Security

     

    Best Regards
    Gerardo

  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 3,007 on 26 Mar 2025 at 06:45:02
    User Permission to filter By Warehouse/Dimension
    Hello,
     
    To set up permissions in Business Central so that documents can be viewed and edited only by users linked to specific warehouses or dimensions, you can use Security Filters on permission sets.
     
    And if the Requirement cannot be fulfilled by Applying Security Filter then you should do Customization for the same.
     
     
     
  • Suggested answer
    Mansi Soni Profile Picture
    Mansi Soni 936 on 26 Mar 2025 at 05:40:33
    User Permission to filter By Warehouse/Dimension
    In Business Central, standard permission sets don’t natively restrict access based on dimensions or warehouse locations. However, you can achieve this using Security Filters on permission sets, which allow you to limit data access based on specific fields, such as the Country Dimension or Warehouse Code. This would ensure users can only view and edit documents linked to their assigned locations.

    Hope you can configure it using below link
    https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters

     If more advanced filtering is needed, a customization using AL code or Power Automate might be required to enforce these rules dynamically.

    Regards,
    Mansi Soni

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