AX Technical Tip #2: Record Level Security

February 9, 2011

Designed for Microsoft Dynamics AX users, each month Fullscope publishes a short technical tip to for greater insight into this powerful ERP system.

Technical Tip#2: Record Level Security

Microsoft Dynamics AX lets users easily manage screen/table and report filters through record level security. Use this feature to filter screen and report data that you specifically design by user group.

To begin, open the Record Level Security screen (in the Administration module), and choose the appropriate user group. Click on the “new” button and the Record Level Security wizard will walk you through the remaining setup. This feature allows you to apply specific queries to data tables resulting in data security and an enhanced end user experience where the user doesn’t have to filter through irrelevant data. The table queries also apply to report data, which allows you to filter down to critical data.

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