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Hide Confidential Records with Security in Business Central

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Dynamics 365 Business Central

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Jan 4, 2025

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  • The article discusses managing hierarchical permissions in Microsoft Dynamics 365 Business Central (BC) to restrict access to confidential vendor records.
  • The challenge was to limit access to specific vendor records like subcontractors, employee reimbursements, and legal services.
  • The solution involved using Security Filters in Permission Sets, identifying confidential vendors using the General Business Posting Group (GBPG) field.
  • The article details the process of setting up and testing the GBPG filter and implementing changes for Vendor Ledger Entries.
  • It compares Vendor Posting Group vs. General Business Posting Group and explains the testing of hierarchical permissions.
  • Different permission sets were created, including Foundation and Limiting Permission Sets, to control access to sensitive data.
  • Community support played a crucial role in finding solutions to permission set issues, with the article highlighting the importance of seeking help when needed.
  • Key takeaways include the importance of reading documentation thoroughly, taking breaks when overwhelmed, and using community resources for guidance in working with Business Central.

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