Dynamics 365 Business Central: How to prevent users from adding fields/columns from related tables in analysis mode (Disable/Enable Add Related Fields)

Dynamics 365 Business Central

Hi, Readers.
Last month we discussed Business Central 2025 wave 1 (BC26.2): Add fields/columns from related tables in analysis mode (No customization) released in BC v26.2.

PS: Add fields from related tables in analysis mode

Business value:
Analysis mode is a powerful experience that lets you create and analyze data views easily. You can also use Copilot and natural language to create views. This release lets you add fields from related tables to an analysis mode tab, including grouping by these fields for advanced data analysis.

https://learn.microsoft.com/en-us/dynamics365/release-plan/2025wave1/smb/dynamics365-business-central/add-fields-related-tables-analysis-mode?wt.mc_id=DX-MVP-5004336

Today I would like to briefly discuss permissions for this feature, how to prevent users from adding fields/columns from related tables in analysis mode (Disable/Enable Add Related Fields). Why is this question asked? When users add related fields, the system will have the following prompt. For some clients, only certain users are expected to use this feature.

For the best performance, we need to limit filtering, sorting, and pivoting on calculated fields. To maintain full functionality, remove the added related fields. Also, exporting data to Excel will include just what is on screen.

First of all, the feature is enabled with the feature key Add fields from related tables in analysis mode and will be removed in Business Central version 27.0, when the feature is enabled by default. So in the current version, if you want to turn off this feature for all users, you can just disable it in Feature Management.

With the release of this feature, Microsoft added a new permission set, Add Related Fields permission set.

It contains the new system object 9041 Add Fields in Analysis Mode.

We can use this to control permissions. Let’s look at a simple example, I created a new permission set that included D365 BUS PREMIUM and excluded the system permission 9041 Add Fields in Analysis Mode.
PS: Permission Exclusion (Exclude in Permission Set)

Grant this permission to the test user.

In the same environment and the same company, the admin can see this action, but the test user cannot.

Great, give it a try!!!😁

PS:
1. Business Central 2023 wave 2 (BC23): Turn off data analysis mode on pages and queries (AnalysisModeEnabled Property and Allow Data Analysis Mode permission)

2. Analyze list page and query data using data analysis – Business Central | Microsoft Learn

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Hope this will help.

Thanks for reading.

ZHU

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