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Posted on by BS-16061355-0

I would like to customize the roles for each person. I want to hide certain things for roles and hide all of the manufacturing things for everyone. I have tried the personalization tool already, and it didn't work. If anyone knows how to fix this, please answer!! Thank you.

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Dynamics 365 Business Central

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udaY-ch 5,133 on at

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Hi

Wrongly posted answer related to D365 FO.

removed the answer to avoid any confusion.

Thanks

Uday

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carolppg 11 on at

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Hi,

I would recommend creating person-specific roles and customise from there

Search for Profile (Roles) > Either Copy an Existing One or Create New

Select Customise Pages and Modify according to your requirements

Select Disable Personalisation

This way you control centrally each user profile.
I would then create bespoke permission sets to block access to different areas of the system.

Search for Permission Sets > Create New

Under Permission Sets > Include any existing permission set that contains most activity the user should perform

Under Permissions > Exclude any table data that you do not want the user to access (i.e., manufaturing related tables)

I would then assign to the user

The newly created role – Search for User Settings > Select the User > Assign the role

The newly created permission set > Search for Users > Under Permission Sets, assign the new permission set.

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Sohail Ahmed 11,150 Super User 2025 Season 2 on at

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Hope this might be helpful:

To customize roles by hiding specific functionalities and entire modules like Manufacturing, personalization is insufficient as it doesn't enforce security.

You will need assistance from a Microsoft Partner to:

Create custom Permission Sets to strictly control access to specific pages, actions, and data.

Develop Custom Role Center Pages (via AL extension) to hide navigation links and streamline the interface for each role.

✅ Mark this answer as verified if it helps you.

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Andrés Arias 4,190 Super User 2025 Season 2 on at

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Hello,

Do you mean hide the Role for a certain user? or assign a role to someone?

I hope I can help.

Regards,

Andres

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RockwithNav 8,637 Super User 2025 Season 2 on at

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If you are SUPER then we have a very nice feature for creating Roles & Permission. Use the Recording feature -

https://yzhums.com/10068/

Blog - rockwithnav.wordpress.com/
Twitter - https://twitter.com/RockwithNav
Facebook - https://facebook.com/rockwithnav/

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YUN ZHU 95,741 Super User 2025 Season 2 on at

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Hi, You can use the following function to exclude some permissions. This is the simplest.

Dynamics 365 Business Central: Permission Exclusion (Exclude in Permission Set)

https://yzhums.com/30562/

Hope this helps.

Thanks.

ZHU

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