In this blog post, we’ll cover a way of creating User-Defined permission sets. The idea is to find a permission set that is closest to the overall permissions you want to grant a user and then modify that set to suit your specific requirements.
Firstly, search for Permission Sets page in Dynamics 365 Business Central. Choose the permission you want to start with and click on Copy Permission Set. Give it a Name. Under Copy Operation, you’ll see a couple of options. Here you can specify how to arrange permission in the new permission set.
With Copy by reference option, you’ll see a reference to the original one in the Result pane. Now you can either include additional tables or exclude certain tables that are included in the permission set.
In the screenshot below, you can see that we started with a D365 BUS FULL ACCESS permission set. This is a pretty permissive permission set and so we excluded access to the customer and vendor tables.
To do this, you select Type as Exclude and then pick the table. You can define what type of permissions (read, insert, modify, etc.) you want to exclude. If you click on View Permissions, you can see the effective permissions for that permission set.
This is an alternative way of creating a permission set. The advantage of this is you get to leverage the out-of-the-box permission set and you don’t have to maintain it. When tables get added periodically on each of the Microsoft updates, those user-defined permission sets will be automatically updated.
The other option for Copy operation is Clone. This option creates a one for one copy of the existing permission set and then you can edit it as needed. It doesn’t have a reference to the original permission set. You can edit directly in the permission set.
This option requires a bit more maintenance. If Microsoft makes changes to a permission set, you might have to add a table to a flat copy of a permission set.
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– Jason has over 20 years of financial leadership experience in high growth technology companies. He is a Microsoft Certified Dynamics 365 Business Central Functional Consultant Associate. See Credential.
