1. To-Increase Dynamics 365 for Finance & Operations
  2. Security and compliance studio
  3. Activities

Record table security
Application task

You can use table security to manage permissions on table field level. Use table security recording to define the tables and table fields for which you want to set or change permissions. After recording the fields, you can define the desired access right for each recorded field.


Standard procedure

1. Click Security management.
2. Click the Data security tab.
3. Click New.
4. In the Name field, type a value.
5. In the Description field, type a value.
6. Click OK.
 

Note: Continue with these steps which can't be played in a task guide:
7. Navigate to the page for which you want to set or change the permissions.
8. Click the plus (+) symbol for fields to be added to the recording.
9. On the Record table security dialog, click Stop recording.
10. On the Record table security dialog, in the Access right field, select the desired option.
11. You can also delete a recorded field from the recording. To do so, select the field, and click Delete.
12. If you are done, close the dialog.

Notes

Each recording activity is logged in the data security history. You can view this history in these places:

  • On the Security management workspace or the Security audit workspace, on the Data security tab, on the History tab.
  • On the Table security page, in the History FactBox.
For each table security recording, you can change its status and owner. You can do so with the related buttons on the toolbar of the Table security page.

Related to Notes

Manage data security

 		 

Manage data security

 		 

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