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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Restrict user with Edi...
Finance | Project Operations, Human Resources, ...
Suggested answer

Restrict user with Editing records for a Role in D365 FO

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Posted on by vicky1234 64

Hi,

Can we restrict a particular records for editing in D365 FO even though the user is having the role to delete it. Below example .

Lets say a Role Accounts Officer is having access to Trade agreement which can create/edit/delete records in TA of type sales or purchase.

Now the requirement is that client wants to restrict(not allow) the Role Accounts officer to edit the TA records of type purchase .

So the question is how can i achieve this ?

Do I need to replicate the role and remove the edit rights ? in this case I wont be able to access the sales TA as well which is not correct.

Is record level security the only approach.

Thanks,

VM

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,020 Super User 2025 Season 1 on at
    RE: Restrict user with Editing records for a Role in D365 FO

    Hi Vicky1234,

    Thanks for the clarification. XDS indeed would be the way to go forward. Please update us if you made progress or have a follow up question.

  • vicky1234 Profile Picture
    vicky1234 64 on at
    RE: Restrict user with Editing records for a Role in D365 FO

    Jus to share more details below screen should show only the sales or purchase records.
    Ok I will check on xds and update 
    pastedimage1658304870681v1.png
    thanks,

  • Mariano Gracia Profile Picture
    Mariano Gracia on at
    RE: Restrict user with Editing records for a Role in D365 FO

    André,

    you're right, then as you have proposed XDS is the only way to achieve her objective.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,020 Super User 2025 Season 1 on at
    RE: Restrict user with Editing records for a Role in D365 FO

    @Mariano,

    Your statement is true about the sales and purchase agreements. I understood that the question from Vicky1234 is about the Trade agreements which is sharing the same tables for purchase prices, sales prices and the discounts.

  • Mariano Gracia Profile Picture
    Mariano Gracia on at
    RE: Restrict user with Editing records for a Role in D365 FO

    Hell vicky1234,

    although both tables purchagreementheader and salesagreementheader inherits from agreementheader you should be able to give different permissions to both of them. Purchase agreement headers are controled by PurchAgreementListMaintain privilege and sales agreement headers are controled by AgreementSalesAgreementMasterMaintain, you don't have to use record level security (keep in mind that this feature is not used anymore as it is deprecated, now security policies are the way to do it). 

    So the way to achieve your goal is to play with the privileges I have told you. Whenever you want to know wich security objects are used by a specific form use the button "security diagnostics" from the options pane header

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 293,020 Super User 2025 Season 1 on at
    RE: Restrict user with Editing records for a Role in D365 FO

    Hi Vicky1234,

    You can achieve this with eXtensible Data Security (XDS). You can set Operation property to restricting Insert, Update, Delete or InsertUpdateDelete to rescrict access on CUD operations based on a query where you specify what is allowed or restricted.

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