Provide exclusive access to particular form control using Security configuration in D365 Finance and operations

In d365FO sometimes you need to provide access to form control only which usually performed through visual studio development but you can also do the same through the environment front end using the system configuration option. So as you proceed through this blog you will know how to achieve this.

1.      Navigate to the desired form and right-click and try to find out menu item and its type for that control you can refer following images as well(in our case control is "Print product labels" and the form is "Released product" ).

2.      Now as you have all the required information for the form name and form control also try to find out the menu item name and type(display menu item in case of the form) for the main form(in our case menu item name would be EcoResProductDetailsExtendedGrid).

3.      Now navigate to security configuration by navigating Modules>>System administration>>Security>>Security configuration and now create a new role with name as you want and select create and reference after clicking on duty to the same with a name that would define its duty.

4.      Now in duty create and reference for the prvilege part for respective duty and provide name for the same.

5.      Now finally in privilege navigate and in the add reference section click on menu item select its type and provide name for menu item of required control which we have obtained in step 1 only and provide all rights to user.

6.      Also we need to add the menu item for the parent form(you can refer to step 2) and provide only read access to it.

Other wise you can add standard view previlege to the duty by looking at security diagnostic for required parent form but in this case this can bring other unnecessary form/reports/controls access as well.

7.      Now publish all changes from unpublished objects section.

8.      Now lets assign the role to user and verify the same(in my case I have created role with name label role for print product label control on released product form).

By following above method you can provide particular form control access to the user. You can also find out more interesting videos at my channel Root check or  D365fo playlist.