Security

Dynamics 365 Business Central – View all Sent Emails by modifying Email Policies

Gavin WhittakerLeave a comment

Introduction

By default, users can only see their own sent emails via the Sent Emails page, however there may be a requirement for some users to view all emails that have been sent in Business Central. In this post, I’ll go through how this can be achieved via the “User Email View Policies” page.

Sent Emails

When you open the “Sent Emails” page, you will only see what emails you have sent. For example, if I open the Sent Emails page as my admin user, the page is blank.

Email Policies

If you search “User Email View Policies” you can change the permissions to Sent Emails on a user by user basis.

I therefore change this for my ADMIN user to “View all emails”

Now, when I go back to “Sent Emails” page, I can see all emails that have been sent via Business Central.

Problem solved :). Now my admin user can see all emails sent from Business Central.

Thanks for reading!

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Dynamics 365 Business Central – Removing access to pages such as the Chart of Accounts Page

Gavin WhittakerLeave a comment

Introduction

There might be instances where you want to remove a users access to certain pages in Business Central. This blog walks through how to achieve this by creating a new permission set and utilising the “exclude” feature, using the Chart of Accounts page as an example.

The User

The user below has been configured with a standard full access permission set, which is fine, however I want to remove the permission to the Chart of Accounts page.

I therefore go to “Permissions set” and create a new permission called “FULL ACCESS NO COA” as per below

I then add the old D365 BUS PREMIUM permission set to this, and exclude the Chart of Accounts page

Finally, I go back to the User page and remove the “D365 BUS PREMIUM” permission set and replace with the newly created “FULL ACCESS NO COA” permission set

Now the user can no longer see or search for the “Chart of Accounts” page

Conclusion

This is an easy way to remove access to certain pages in Business Central. Hopefully it will help someone in the future.

Thanks for reading!

Need help with Business Central. Contact us