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Field level security / Form control mass changes

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Posted on by DAX Dev

Hello,

How is it possible to apply field level changes to all security objects where this field is located? And Then how can I move the changes to other environments too?

For example: I want several fields and form controls to not be visible for any user but system admin.

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Ludwig Reinhard Microsoft Employee on at

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Hello DAX Dev,

Field level security can be realized with what is called XDS.

You can find some information in this whitepaper: www.microsoft.com/.../details.aspx

If you need some examples and more details, have a look at Andre's blog: https://dynamicspedia.com/

Best regards,

Ludwig

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DAX Dev on at

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Hi Ludwig,

thanks. I will have a look.

I was trying to achieve it from Security form --> Override permissions.

There if I change the access level of field and click apply to all roles, I do not see it to be changed to any other roles.

I'm using AX2012 R3. Do you might know the reason why it does not work as it logically should?

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André Arnaud de Cal... Super User 2025 Season 2 on at

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Hi DAX Dev,

Field security can indeed be done in the way you described. XDS is for record security. Can you share a screenshot what exactly you tried to setup and apply to all roles? Note that it will actually change all roles. It would be enough to override permissions only where it is required. Also try to avoid having the system administrator role used for normal business users. If some fields should be visible to e.g. a purchasing manager, the apply to all roles is not best practice.

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WillWU on at

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Hi DAX DEV,

You could set the property "needed permission" on the form control to "yes" and add the form under the desired security privilege, then select the 'add control' option to include the form control by providing the access.

See:

https://docs.microsoft.com/en-us/dynamicsax-2012/developer/how-to-design-permissions-for-fields-in-a-table?redirectedfrom=MSDN

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DAX Dev on at

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Hello Andre,

Thanks for reply!

This is about the InventTableModule.Price field. Currently, customer wants to hide this field for any existing role and later they will build a new role, which will enable the field and will assign it to dedicated users.

What I tried is:

1. I selected one of the Roles which includes InventTableModule.

2. In Override Permissions form I selected the InventTableModule table and unmarked the "Do not override" flag.

3. The table was set to "No access", but I changed it back to "Full access".

4. I selected the Price field and unmarked the "Do not override" and set it to no access.

5. I clicked the "Apply to all roles".

6. I closed the form.

Now in AOT I can see that the role I have selected is changed, but I do not see changes in any other roles at all.

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André Arnaud de Cal... Super User 2025 Season 2 on at

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Hi DAX Dev,

It tries to check if the same table is used per role; otherwise it skips the role. So, only roles where the table is used, will be updated.

It can be related to incorrect role cache in the model database. You can run the next command in a command prompt (run as administrator):

AXUTIL REFRESHROLECACHE

This should solve the issue.

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FidelMartin on at

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Hello,

Please refer this blog for Field Level Security in System Fields in CRM.

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