I am using Microsoft Dynamics AX 2012 R2 (126.96.36.199) and want to enforce security based on address book so as to restrict customer/vendor data to different users based on their role. I have done following four steps to achieve the same
- Create address book for foreign customers (ForeignCustomers)
- Create team and assign employees who handle foreign customers (ForeignSalesPersons)
- Turn on policy in Global address book parameters (Security policy options → Secure by address book)
- Assign team (ForeignPurchasers) to address book (ForeignCustomers)
I created a customer record and assigned him to ‘ForeignCustomers’ address book. When I am logging in with a user who is team member of ‘ForeignSalesPersons’ I should see record of all customers assigned to ‘ForeignCustomers’ but the system is showing all records.
Will appreciate if anyone could let me know if I am missing any step or any other thing.