Create security role in D365 Finance and operation

Posted On March 23, 2020 by Akshay Thombare Posted in

Tagged in Ax7, D365, D365 Finance, D365 finance and operation, D365 Finance and Operations, Security, Security duty, security privilege, Security Role

In D365 Finance and Operations when you need to provide and restrict users from a certain operation you can make use of security roles. You can create security roles from Finance and operations environment itself or from its development tool i.e Visual Studio. In this blog, we are going to create a security role in Visual Studio as follows.

Create privilege

First of all we need to create privilege as follows

now we need to add new entry point and set object type in our case display menu item from properties

Now add object name(display menu item name) as follows
create role

Now we need to create role where above created privilege will be needed create new security role as follows

now we need to add new privilege in role as shown

And from properties select privilege which we have created in previous step
Create Duty

Now we have to create new duty and assign previously created privilege in its properties as shown
Now we can see security role in FnO environment

select any user from system administration>>users and click on assign role as follows

and now search for priviously created role and click on Ok button

now your security role is assigned to user with our role will be able to see the object like form, report etc except user with system administrator.