Hi Mady,
I would recommend testing this first in a sandbox environment, with the assignment of System administrator role to yourself as a user in D365 F&O instance.
In D365 F&O : Navigate to System administration > Security configuration > Privileges > Maintain sales quotation details
Look for the AOT name : SalesQuotationTableDetailsMaintain
Privilege in this case is : SalesQuotationListPage+
As this is a button and you can see it on the sales quotation form information page this is controlled by the
buttonCovert2Customer.So change the permissions on this privilege and publish it to see the changes.
Note: Add a specific role for whom these changes need to be replicated before publishing the changes, otherwise it will be made unavailable across any role associated with that privilege.
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Shilpi Thakur
Freelance AX/D365 Microsoft Consultant
Dynact Consulting Ltd
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Original Message:
Sent: May 20, 2020 12:22 PM
From: Mandy Funk
Subject: Security Help Needed
Good Morning,
I am having difficulty in removing the ability to Convert prospects to Customers within the quote in D365 Finance and Operations. I have determined that the ability is somewhere within the Action menu items or Display menu items within the Sales Quotation Details (SalesQuotationMaintain) privilege. I have been unsuccessful to this point in preventing this function. Any help is greatly appreciated.
Thank you,
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Mandy Funk
Business Analyst
Wenger Manufacturing
Sabetha KS
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