Microsoft Dynamics AX Support

This blog contains posts by the Microsoft Dynamics AX Support Teams Worldwide

Steps for setting up Record Level Security

 

Create a user group

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Add test user to user group. Dyndust is my test user.

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Ensure user has appropriate access to the form. Log in as user and ensure they can view all entries in the drop down. I’ve done so by giving Admin access to the RLS Test group, your security requirements will be different than what I’m configuring.

Ensure user can view all items in the drop down menu

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Now lets set up Record Level Security

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.Make a separate line for each Sales Origin that you want to be available for your group.

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End Result

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