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Read or edit access to a field based on roles

Posted on by 10

I've added a new field to InventTable and added the field to Released products form. The requirement is then that some roles (perhaps just everyone with access to the form) are allowed to read the field and some role(s) are allowed to edit. There does not seem to be a simple way to do this. I can add a new privilege that sets update permission to Deny but I can't just give that privilege to everyone as it will not be overridden by a privilege that allows update. Is there a way to do this?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,995 Super User on at
    RE: Read or edit access to a field based on roles

    Hi nmkloster,

    You used the 'Deny' option which indicates that you are using Dynamics 365 Finance and Operations. The posted this question in the Dynamics AX forum which is not the best one for your question.

    The 'Deny' option can't be overridden, so you have to think of a way how to assign the 'Deny' permissions only to those users which are not allowed to edit the fields.

    You can read my blog which is discussing a similar requirement. It should help you solving your challenge. Security how-to: Only finance users are allowed to see cost prices in Dynamics 365 Finance and Operations - Dynamicspedia

    PS. XDS like mentioned above is only securing access to complete records; not individual fields.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Read or edit access to a field based on roles

    Hello nmkloster,

    What AX/D365 version do you actually operate?

    Best regards,

    Ludwig

  • Suggested answer
    A.Prasanna Profile Picture
    A.Prasanna 8,161 on at
    RE: Read or edit access to a field based on roles

    Hi nmkloster ,

    I think XDS policies will be good option for you .

    just have a look : docs.microsoft.com/.../extensible-data-security-policies

    Regards,

    AP

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