Permission Set – Security Filter


Hey Friends,

May be you all are aware about this feature in Permission Set which say Security Filter!! I just used and wanted to share this to you as this will add an extra security layer to your permission set. This basically works on field level, say you want to introduce one permission set and that permission should explicitly make the user to see only those records in Sales Order for which Salesperson code = SR,

Here’s how you can achieve this, Just navigate to Architectural Window./Departments/Administration/IT Administration/General/Permission Sets  and then hit permissions in the Action bar. Here you will find all set objects that has been introduced, just simply navigate to Sales Header and in the right side you will see security filters


Assist edit on this and then it will take you to new window which will give you the list of the Fields of that table and then you can apply your specific filter on any of the defined field.


Hit OK and you are done. Just apply this Role to any of the user and then cross verify!!


One comment on “Permission Set – Security Filter

  1. Pingback: Permission Set – Security Filter - Research – Develop – Share – Repeat - Dynamics 365 Business Central/NAV User Group - Dynamics User Group

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