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Custom Security Role : Read-Only Fields

Posted on by 2,393

Does anyone know if it's possible using secruity roles, to make certain fields on a Quote line READ-ONLY?

So the user can add lines, and enter an item and QTY, but not change the price(s) ?

pastedimage1675195644236v2.png

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  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    RE: Custom Security Role : Read-Only Fields

    Hi Pradeep - I understand configuration to be setup? or are we talking deployment of code?

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Custom Security Role : Read-Only Fields

    I would say yes But you can give a try for the same. it just a simple steps of configuration.

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    RE: Custom Security Role : Read-Only Fields

    Thanks everyone

    So am i to understand that i would need a developer to carry out this security level?

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: Custom Security Role : Read-Only Fields

    Hi,

    I agreed with Abdul.

    Did you tried the field level security?

    Please check below link:

    https://alexdmeyer.com/2019/07/08/field-level-security-in-dynamics-365-for-finance-operations/

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Custom Security Role : Read-Only Fields

    Hi James Solomon,

    You are not in the correct forum

    pastedimage1675226767523v2.png

    You should need to raise the ticket in the highlighted forum.

    pastedimage1675226833454v4.png

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    RE: Custom Security Role : Read-Only Fields

    Thank you Amit

    But I am working with D365 Finance & Operations

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,797 Moderator on at
    RE: Custom Security Role : Read-Only Fields

    Please refer below article which will help you to implement your requirement. 

    https://nebulaaitsolutions.com/how-to-lock-fields-on-editable-grid-in-d365-ce/amp/

    Thank you, 

    Amit Katariya

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