How to create security role from scratch in dynamics 365?
When you understand the security architecture of Finance and Operations, you can more easily customize security to fit the requirements of your business.
for more details, you can check this link
I talked about this topic before in this post, from visual studio view
today, we can do this task, but from the user interface in Dynamics 365
1-create security role
Security roles are a collection of Security duties and privileges
we can create new Test role like "CreateCustomer"
go to system administration / security/security configuration
and click create a new role as "CreateCustomer"
go to unpublished objects tab and click publish all or select your role and click publish selection
note // you can not assign this role for the user until publish
3- create privilege
Security privilege is a collection of entry points for menu items like output menu item, action
go to system administration/security/security configuration
click on privilege tab and click create new
assign a name like CreateCustomerpriv
as you see, you can add references like
action menu items for classes
display menu item for forms
output menu items for reports
service operations for services ....etc
Note // you can use the Recording task (very nice and easy tool ) to detect your menu items (link)
do not forget to publish again
4- add privilege reference to the role
add this privilege as a reference to the CreateCustomer role
do not forget to publish again
5- Create duty if you need
Security duty is a collection of Security privileges
you can create duty like CreateCustomerDuty if you need (not mandatory step)
click add reference to select multiple privileges
do not forget to publish again 6- import user Test
go to system administration/users/users
and click import user
click edit to assigns CreateCustomer role security to user Test
click add roles and select CreateCustomer and click ok, then save
I talked about this topic before in this post, from visual studio view
today, we can do this task, but from the user interface in Dynamics 365
1-create security role
Security roles are a collection of Security duties and privileges
we can create new Test role like "CreateCustomer"
go to system administration / security/security configuration
and click create a new role as "CreateCustomer"
go to unpublished objects tab and click publish all or select your role and click publish selection
note // you can not assign this role for the user until publish
3- create privilege
Security privilege is a collection of entry points for menu items like output menu item, action
item, service operations,...etc
click on privilege tab and click create new
assign a name like CreateCustomerpriv
as you see, you can add references like
action menu items for classes
display menu item for forms
output menu items for reports
service operations for services ....etc
Note // you can use the Recording task (very nice and easy tool ) to detect your menu items (link)
do not forget to publish again
4- add privilege reference to the role
add this privilege as a reference to the CreateCustomer role
do not forget to publish again
5- Create duty if you need
Security duty is a collection of Security privileges
you can add duty as refernce for security role
go to system administration/users/users
and click import user
click edit to assigns CreateCustomer role security to user Test
click add roles and select CreateCustomer and click ok, then save
7- log in with user Test
log in with this user "Test" and check the assigned roles sufficient or not.
you can check this link to check the number of security objects in Dynamics 365.
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