Reply To: User Personalization

  • Jacob-Brown

    Member
    May 3, 2023 at 6:04 pm
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    Hi Meenakshi,

    In D365 F&SC, saved views are a great tool for personalizing the page layout (or providing multiple layouts per page), but not a great tool to enable some users to see certain fields while preventing others. The best you could hope for with saved views is that your users are not savvy enough to figure out how to change their view, but as they say, “Security by obscurity is not security.” Instead, you would want to create custom security roles for each group to hide/show the 1099 fast tab. (It might also require a developer to create a new menu item and new version of the page that doesn’t have the 1099 fast tab.) I hope this helps!

    Best regards,

    Jacob

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