1. To-Increase Dynamics 365 for Finance & Operations
  2. Dynamic field security
  3. Set up field security policies

Manage field security policy versions

Use field security policy versions to manage changes on field security policies.

For example, you cannot make changes on an active field security policy. If changes are required, create a new version and make the changes in that version.


System administrator System administrator Start Start Create field security policy version Create field security policy version Use field security policy versions to manage changes on field security policies. You can create a new field security policy version, for example, if you have an active version and want to make changes to the field security policy. In this case, create a new version, based on the active version, and make the changes in that version. 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 New policy version to open the drop dialog. 5. In the Policy version description field, type a value. Note: Field security policy versions are numbered automatically. 6. Click OK. 7. Click Yes. Select field security policy version Select field security policy version Use field security policy versions to manage changes on field security policies. If several versions exists of a field security policy, you can select which version is shown on the page. Procedure 1. Go to Dynamic field security management > Policies > All field security policies. 2. In the list, click the link of the desired field security policy. 3. Click Select policy version to open the drop dialog. 4. In the Version number field, enter or select a value. 5. Click OK. Notes When you open the Field security policy details page, by default, the active version of the field security policy is shown. 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 version

System administrator

Use field security policy versions to manage changes on field security policies.

You can create a new field security policy version, for example, if you have an active version and want to make changes to the field security policy. In this case, create a new version, based on the active version, and make the changes in that version.

Select field security policy version

System administrator

Use field security policy versions to manage changes on field security policies.

If several versions exists of a field security policy, you can select which version is shown on the page.

Activate field security policy version

System administrator

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

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