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 import a field security policy from a file.

This setup is included in the import, depending on the contents of the file:

  • The field security policy with the table setup, field setup, and condition setup.
  • All versions or a specifically selected version of the field security policy, depending on what is included in the file.
  • The linked company groups. The companies, as defined for the company groups in the export environment, are not included in the import.


Standard procedure

1. Go to Dynamic field security management > Policies > All field security policies.
2. On the Action Pane, click Deploy.
3. Click Import policy from file.
4. Click Select configuration, browse for, and select the desired XML file.
5. You can run the import of a field security policy in the background. Usually, you do so if you import a field security policy with many elements.
While the field security policy is imported, you can continue with other activities in the environment.
  Select Yes in the Run in background field.
6. Click OK.

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