In D365, with Role based security we can restrict specific operations
to Certain user. Role based security will restrict the menu, forms and report.
It did not restrict certain records to view.
For example, They want to see only vendor with certain vendor group.
Customer for certain key market.
For this blog post, there is scenario that end user can be his created sales order.
For this requirement, we can use [[Extensible Data Security (XSD)]].
For this we require three elements.
AOT query.
Security Policy
And last one is Security Role.
First we create AOT Query and add Sales table and inner join with userInfo Table and make join with userInfo.Id with SalesTable.CreatedBy
Then add range in UserInfo and add (CurrentUserId())
Now Create a new role. That will used in Security policy and later used for End user.
Now add a new Security policy
and set following properties.
Set following properties.
Constraint Table Yes
Context Type RoleName
Operations All Operations
Primary Table set as SalesTable
Query set the name of Query
Set Role Name with Role we created in above role.
Build and Sync Database.
Open D365 Finance and Operations goes and Userinfo in System Administrator and assign to specific end user.
Remember, that either assign, Sales Clerk role or Sales Manager role.
Extensible Data Security (XDS) is not working for system administrator role.
Sales order list will comes with sales order with filter.
