1. To-Increase Dynamics 365 for Finance & Operations
  2. Dynamic field security

Set up field security policies

Use a field security policy to define for which forms, tables, or fields editing is locked or allowed.

You can lock or allow editing for specific company groups.

For each field security policy, set up the form mapping. Use the form mapping to define which tables, forms, and fields you want to include in the field security policy.

Use conditions to define when exactly editing is locked or allowed. You can, for example, lock editing for specific users, or allow editing only for specific record statuses.


System administrator System administrator Start Start Create field security policy Create field security policy Use a field security policy to define for which forms, tables, or fields editing is locked or allowed. This topic explains how to create a field security policy. Procedure 1. Go to Dynamic field security management > Policies > All field security policies. 2. Click New. 3. In the Policy field, type a value. 4. In the Description field, type a value. 5. In the Policy version description field, type a value. Note: On creation of the field security policy, automatically, version number '1' is assigned to the policy. 6. Click OK. Add form mapping

Set up form mapping

For each field security policy, set up the form mapping. Use the form mapping to define which tables, forms, and fields you want to include in the field security policy.

 Edit field security policy

Edit field security policy

Use a field security policy to define for which forms, tables, or fields editing is locked or allowed.

If the form mapping is recorded and applied to a field security policy, edit this field security policy setup:

  • Table: In the table setup, you define the tables, and optionally, forms, to which the field security policy applies. You also define how the policy is applied to the tables and forms.
  • Field: In the field setup, you define the fields, controls, or dimensions to which the field security policy applies. You also define how the policy is applied to the fields, controls, or dimensions.
  • Condition: In the condition setup, you define which inquiries or dynamic queries are applied. The conditions define how the policy is applied.

 Activate field security policy version Activate field security policy version To apply a field security policy, you must activate it. Procedure 1. Go to Dynamic field security management > Policies > All field security policies. 2. In the list, find and select the desired field security policy. 3. On the Action Pane, click Version. 4. Click Activate. Notes Only one version of a field security policy can be active. So, if you have a version active and you activate another version, the previously active version is deactivated. Make sure to not create and activate another field security policy with the same tables in the table setup. You can manually deactivate an active field security policy version. You cannot edit an active field security policy. End End

Activities

Name Responsible Description

Create field security policy

System administrator

Use a field security policy to define for which forms, tables, or fields editing is locked or allowed.

This topic explains how to create a field security policy.

Add form mapping

System administrator

For each field security policy, set up the form mapping. Use the form mapping to define which tables, forms, and fields you want to include in the field security policy.

Edit field security policy

System administrator

Use a field security policy to define for which forms, tables, or fields editing is locked or allowed.

If the form mapping is recorded and applied to a field security policy, edit this field security policy setup:

  • Table: In the table setup, you define the tables, and optionally, forms, to which the field security policy applies. You also define how the policy is applied to the tables and forms.
  • Field: In the field setup, you define the fields, controls, or dimensions to which the field security policy applies. You also define how the policy is applied to the fields, controls, or dimensions.
  • Condition: In the condition setup, you define which inquiries or dynamic queries are applied. The conditions define how the policy is applied.

Activate field security policy version

System administrator

To apply a field security policy, you must activate it.

Set up form mapping

Edit field security policy

Manage field security policy versions

Exchange field security policies

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