Record level security (form) [AX 2012]

Updated: February 24, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click System administration > Setup > Security > Record level security.

Use this form to set record level security. Record level security builds on the restrictions enforced by role-based security. With role-based security, you restrict the menus, forms, and reports that role members can access. By using record level security to set restrictions on specific records or tables in the database, you can restrict the data that is shown in reports and on forms.


The record level security feature will be deprecated in a future release. If you previously set up record level security filters, they will continue to function as expected. If you are setting up new filters, we recommend that you create data security policies using the extensible data security framework. For more information, see Data security in Microsoft Dynamics AX.

In this form, press CTRL+N to open the Record level security wizard.

The following tables provide descriptions for the controls in this form.




Open the Record level security wizard to create a new record-level security restriction.


Select fields and methods for a query.




The role name.


The company identification.

Table name

The name of the database table that the role cannot access, which is defined when you create a record-level security restriction.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).