Security Role - permission to view and manage a subset of Purchase Orders

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Posted on by BarbaraBrunoIT

Hi all,

I would like to create a custom security role to manage Purchase Orders. The problem is that I would like to give the permission to some users to manage some Purchase Orders and to other users to manage other Purchase Orders.

In other words not all the users must view and manage ALL purchase orders.

Is it possible include a filter on the records on the security roles?

Hope my question is clear.

Thanks & Regards,

Barbara

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André Arnaud de Cal... 294,439 Super User 2025 Season 1 on at

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RE: Security Role - permission to view and manage a subset of Purchase Orders

Hi Barbara,

Satish did forward a link to an old blog I wrote in the past. This would possibly help you. I have written more blogs around this topic and moved all content to my new blog site: dynamicspedia.com/.../

Like mentioned above, it is part of the development environment. As a developer, you can directly start with this framework without installing additional components. It is only managed using the development environment. It is not possible to configure it using the client.
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Pedro Tornich 955 on at

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RE: Security Role - permission to view and manage a subset of Purchase Orders

XDS is something you need to manage by coding/developing.

On the AOT under the Security node you will find the Security Policies.

They can work as a role-based data filter, that filters a table according to a specific criteria, determined by a predefined Query.

Take the BudgetPlanByMyOrganizationUserGroup security policy for example, it filters the table BudgetPlanHeader based on the query BudgetPlanByMyOrganizationUserGroup.

In your case, you could create a new Security Policy to make your users see only specific Purchase Orders. You just need a query that returns only the orders you want to show.
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Satish Panwar 14,655 Moderator on at

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RE: Security Role - permission to view and manage a subset of Purchase Orders

Take a look at link below and it does have details.. it's not for purchase orders but for warehouses.

dynamicspedia.com/.../

Thanks,

Satish Panwar
BarbaraBrunoIT 25 on at

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RE: Security Role - permission to view and manage a subset of Purchase Orders

Hello Pedro,

thanks for your answer.

I checked the doc but, since I'm new in D365 world, I cannot understand if XDS is:

1) something I need to download

2) something I can setup by myself in the Security module

3) something I need to manage by coding/developing

Thanks,

Barbara
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Pedro Tornich 955 on at

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RE: Security Role - permission to view and manage a subset of Purchase Orders

Hi Barbara,

Yes, it's possible to restrict access to data based on security roles.

To achieve that you need to use the XDS framework (Extensible Data Security).

There is a "Microsoft Dynamics AX 2012 White Paper: Securing Data by Dimension Value by Using Extensible Data Security (XDS)" document:

https://www.microsoft.com/en-us/download/details.aspx?id=26921

And it's applicable for D365O because there is no changes in functionality so you can use it as a guide.
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SouravDam 11,723 on at

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RE: Security Role - permission to view and manage a subset of Purchase Orders

Hi BarbaraBrunoIT ,

My feeling is; even if you try to create a custom role or privilege and then assign to user level, it won't be effective. Question is; based on what parameter this custom role or privilege shall work which will determine to display some purchase orders to certain users and some for other users?

Currently are you processing purchase orders based on certain department or branch wise? For example; PO for HR department, PO for Finance department, PO for IT department etc. ?

Also you may need to check with developer if something can be done through Role Center on this!

Best regards,
Sourav Dam