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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How I can show specifi...
Small and medium business | Business Central, N...
Suggested Answer

How I can show specific sales quote and order for specific sales person?

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Posted on by Manuel Lozada 357

Hi Community,

I created an specific role for my salespersons team, my problem is they can access to all the orders, and I want to limited it only each sales person can access your own quotes and orders.

If you can help me to resolve this problem, pleases show me how, I will be appreciate.

  

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Dynamics 365 Business Central
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  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at
    RE: How I can show specific sales quote and order for specific sales person?

    The answer for this is to use security filters for the tables you want to limit access to,

    It requires some setup and maintenance but it fills your need:

    learn.microsoft.com/.../security-filters

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,307 Super User 2025 Season 2 on at
    RE: How I can show specific sales quote and order for specific sales person?

    Hi, Security Filters are a great solution, no customization required.

    More details: https://yzhums.com/10133/

    If you have a developer, you can consider the following method, which is also very simple.

    How to make some filters mandatory on the list page (users can not change or remove)

    https://yzhums.com/8427/

    Hope this helps as well.

    Thanks.

    ZHU

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