You can export a field security policy to an XML file. With this file, you can import the field security policy in another D365 FO environment.
This topic explains how to export a field security policy to a file.
This setup is included in the export:
1. | Go to Dynamic field security management > Policies > All field security policies. |
2. | In the list, find and select the desired field security policy. |
3. | On the Action Pane, click Deploy. |
4. | Click Export policy to file. |
5. | In the Download file field, you can change the default file name as desired. |
6. | You can run the export of a field security policy in the background. Usually, you do so if you export a field security policy with many elements. While the field security policy is exported, you can continue with other activities in the environment. |
  | Select Yes in the Run in background field. |
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Note: |
7. | You can export a specific version of the field security policy. If you do not export a specific version of the field security policy, all versions are exported. |
  | Select Yes in the Export specific version only field. |
8. | If you set the Export specific version field to 'Yes', define the version to be exported. |
  | In the Version number field, enter or select a value. |
9. | Click OK. |
Related to | Notes |
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Exchange field security policies |
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