Drag and Drop Question A company uses Dynamics 365 Business Central. The finance manager requires a specific group of operating team users to have access only to a particular set of customer data…

The correct answer is Permission Sets; User Card. Dynamics 365 Business Central - Security Configuration Explained The Two Requirements Being Solved The scenario has two distinct tasks: 1. Define what customer data can be accessed 2. Assign that access to the specific users --- Correct Arrangement 1. Permission Sets → Define…

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Question

Drag and Drop Question A company uses Dynamics 365 Business Central. The finance manager requires a specific group of operating team users to have access only to a particular set of customer data. You need to configure and enforce the security requirements. Which pages should you configure? To answer, move the appropriate pages to the correct requirements. You may use each page once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content. NOTE: Each correct selection is worth one point. Answer:

Exhibit

Answer Area

Drag items

User CardProfiles (Roles)Permission SetsMicrosoft 365 admin center

Correct arrangement

Permission Sets
User Card

Explanation

Dynamics 365 Business Central - Security Configuration Explained

The Two Requirements Being Solved

The scenario has two distinct tasks:

Define what customer data can be accessed
Assign that access to the specific users

Correct Arrangement

1. Permission Sets → Define the customer data access

Why: Permission Sets are where you configure granular access rights in Business Central - which tables, pages, and records (including specific customer data) users can read, write, or execute. You create or modify a Permission Set to include only the customer data the operating team needs. This is the foundation of Business Central's data-level security model.

2. User Card → Assign the permissions to users

Why: The User Card is where you assign Permission Sets to individual users. After defining the correct Permission Set, you open each user's User Card and add that Permission Set to their profile. This enforces the restriction - only those users with the assigned set get access.

Why the Other Options Are Wrong

Page	Why it's NOT used here
Profiles (Roles)	Controls the UI/Role Center layout (which pages appear in navigation), not data-level security. A common misconception - Roles control appearance, not access rights.
Microsoft 365 admin center	Used for licensing and user creation, not for configuring in-app data permissions within Business Central.

Common Misconceptions

Profiles vs. Permissions: The biggest pitfall. Many candidates assume "Roles" control security - they don't. Roles control the UI experience; Permission Sets control data access.
Skipping User Card: Defining a Permission Set alone does nothing until it's assigned to users via the User Card (or User Groups for bulk assignment).
Microsoft 365 admin center scope: It operates at the tenant/license level, not at the Business Central application security level.

Topics

#security filter#user access#customer data restriction#permissions

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