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I am seeing a gap in terms of document attachment security and usability. Under the prior AX version we were able to limit document types for specific documents to particular table and thereby define a destination for this document type in a SharePoint structure. Without these our options are to try either have a wide open attachment structure or a multitude of document types available for each attachment instance.

This presents an area of concern from security perspective and a user interface problem as the only alternative.

With AX 2012 there was the ability to limit certain document types to particular tables in line with the below configuration set. If there anything comparable in Dynamics 365 or can there be?

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/configure-document-management

https://docs.microsoft.com/en-us/dynamicsax-2012//restrict-a-document-type-to-a-specific-table?redirectedfrom=MSDN
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As a manufacturing company, we use notes on released products / finished goods to provide production instructions, such as how manufacturing operators should set up or configure specific product features.These notes are sensitive and should only be maintained by the Product Administration team. However, the Manufacturing team still needs to view them during production.Required functionality:Allow security to be configured per Note document type, for example:Product Administration: view, create, edit, deleteManufacturing: view onlyThis should work for Note / Simple note document types, not only file attachments.This would improve segregation of duties, reduce the risk of unauthorized changes to production instructions, and avoid the need for customization around document management.

Category: System administration