Microsoft Dynamics 365 Blog

 

Create a user group

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Add test user to user group. Dyndust is my test user.

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Ensure user has appropriate access to the form. Log in as user and ensure they can view all entries in the drop down. I’ve done so by giving Admin access to the RLS Test group, your security requirements will be different than what I’m configuring.

Ensure user can view all items in the drop down menu

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Now lets set up Record Level Security

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.Make a separate line for each Sales Origin that you want to be available for your group.

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End Result

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We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!