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Setting up entity ID filtering

Windows User IDs can be associated with the following objects in Microsoft Dynamics GP:

  • Back Office User
  • Customer
  • Employee
  • Salesperson
  • Sales Territory
  • Vendor

These objects are referred to as user-assignable business objects. Administrators of the Dynamics GP service use the Microsoft Dynamics Security Administration Console to create entity ID assignments. These assign Windows User IDs to specific objects in Microsoft Dynamics GP. For example, the following illustration shows the entity ID assignment that assigns the Windows user "CORPORATE\imarsh" to the salesperson object in Microsoft Dynamics GP with the ID value "IAN M.".

Cc508754.WS_EntityIDAssignmentOnline(en-us,MSDN.10).gif

Applications that access the Dynamics GP service can use these entity ID assignments when retrieving data. When applied, the user will be able retrieve only those objects for which their Windows User ID is associated. For instance, the user can be restricted to retrieve sales documents where the primary Salesperson ID for the document is associated with the user's Windows User ID.