Supply chain | Supply Chain Management, Commerce

Security role by user

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Posted on by faiz7049

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Hi Experts,

Customer requirement is to create Security role based on user. How to achieve this. Is it possible by global address book.

Sales & Markting	Form	Report	Sales Managers	Salesmen	Note
Workspaces
Sales order processing and inquiry	ü		ü	ü
Sales return processing	ü		ü	ü
Customers
All Customers	ü		ü
Recalculate credit limit	ü		ü
Relationships
Contacts
My Contacts	ü			ü	each salesmen should see only his contacts
All Contacts	ü		ü		each sales mangers should see only contact under his salesmen
Prospects
All prospects	ü		ü		each sales mangers should see only prospects under his salesmen
My prospects	ü			ü	each salesmen should see only his prospects
Converted prospects	ü		ü	ü	each salesmen should see only his prospects
Leads
All leads	ü		ü		each sales mangers should see only contact under his salesmen
My leads	ü			ü	each salesmen should see only his leads
Active leads	ü		ü		each sales mangers should see only active leads under his salesmen
My active leads	ü			ü	each salesmen should see only his active leads
New leads	ü		ü		each sales mangers should see only new leads under his salesmen
My new leads	ü			ü	each salesmen should see only his new leads
Opportunities
All opportunities	ü		ü		each sales mangers should see only opportunities under his salesmen
My opportunities	ü			ü	each salesmen should see only his opportunities
Active opportunities	ü		ü		each sales mangers should see only active opportunities under his salesmen
My active opportunities	ü			ü	each salesmen should see only his active opportunities
New opportunities	ü		ü		each sales mangers should see only new opportunities under his salesmen
Competitors
My New opportunities				ü	each salesmen should see only his new opportunities

Thanks,

Faiz

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Dynamics 365 Supply Chain Management

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi Faiz,

The exact requirement is not clear to me, but anyway, you will need to implement security policies which is part of the eXtensible Data Security (XDS) framework.

You can read about XDS on my blog. Also Alex Meyer created some blogs. In case you need security based on Global Address Book records, you can also read this post: About reinstating global address book security in Dynamics 365 Finance and Operations - Dynamicspedia

Alex' blog: xds Archives - Alex Meyer

My blog: XDS Archives - Dynamicspedia

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faiz7049 2,382 on at

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Hi Andre,

Ok, let me try to explain. Example: CustTable has field MainContactWorker. Which is used to identify, this customer belongs to which Salesman in our organization.

I need Salesman can see only their customer records. As we know, D365FO user is link with person in System Administrator module.

How can achieve this.

Thanks,

Faiz

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi Faiz,

You can achieve this using the Global Address Book security by teams. A pre-requisite would be reading the blog I shared and download the shared XDS objects. You can create a team per salesman or group of salesmen. Then link an address book to a customer and the team.

You can also consider another customization, including a custom XDS policy.

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faiz7049 2,382 on at

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Hi Andre,

Getting error while building project.

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi Faiz,

Please check the model references in your extension model. This should not have a reference to any model containing FormAdapter. The error message details also mentioned duplicate object names. Did you move the objects from one model to another model?

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faiz7049 2,382 on at

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Hi Andre,

Yes, I moved dynamicspedia xpp object to my model SFA_Model and trying to build and synchronize.

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faiz7049 2,382 on at

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Hi Andre,

I have added reference package containing FormAdaptor to my model but still getting error.

Thanks,

Faiz

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi Faiz,

As mentioned in my previous reply you should NOT have any model reference to the form adapter model. In case you did build the dynamicspedia objects in the original model before, you first need to remove fully the model from your environment before you can build the same objects in another model.

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