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It would be great to have the ability to control the accessiblity of certain DocuRef records (probably based on their type) by a grouping criterion over several users or - even better - by security roles.


More concrete: I envision this as an assignment option for security roles in form Document types with an option for read/write.


 


Side note: We created something similar before in AX2012 (utilizing XDS) but it turned out to be performing too badly and so we needed to remove it and tell our customers we cannot fulfil this requirement.

Category: Common
STATUS DETAILS
Under Review

Comments

V

I have developed a solution for this in AX2012, but that relied on the document type being stored in a file share that had Windows permissions set to only certain people. This was required because the legal department had confidential information that needed to be hidden from all non-lawyers, including AX system administrators.

It would be nice to have similar functionality in D365 now that there is no local network attachment storage.

Category: Common

V

We could use this feature for our customer. They have certain credit/collections notes they would like to store on the customer account that should not be visible to those outside of the credit department.

Category: Common