Part 2: Configuring and Testing Security Roles in Microsoft Dynamics 365 Finance & Operations
In Part 1, we covered the fundamentals of security roles, duties, privileges, and permissions in Dynamics 365 Finance & Operations. Now, let’s explore how to create, modify, and test security roles using the Security Configuration and Security Diagnostic Tools.
How to Add a New Role Using the Security Configuration Tool
Step 1: Create a New Role
- Navigate to System Administration > Security > Security Configuration.
- Select the Roles tab and click Create New.
Step 2: Name the Role
- Enter a role name using a clear naming convention for easy identification.
Step 3: Assign Duties to the Role
- Highlight the role, go to the Duties column, and select Add References.
- Choose duties from the available list (including custom duties if created).
Step 4: Assign Tasks & Privileges
- Select specific tasks and their corresponding privileges to be available in the role.
- Remove any unnecessary tasks if required.
Step 5: Modify Object Permissions
- Navigate to the Privileges section.
- Set access levels such as Read, Update, Create, and Delete for objects.
- Security roles support three access levels:
- Unset (No access)
- Grant (Full access)
- Deny (Explicitly restricts access)
Step 6: Publish the Role
- Any changes made in the interface must be published before they take effect.
- Review unpublished changes to ensure accuracy.
Security Diagnostic Tool: Analyzing Security Assignments
The Security Diagnostic Tool allows security administrators to analyze security roles, duties, and privileges associated with a form.
Benefits of the Security Diagnostic Tool:
✔ Quickly identify security gaps by viewing all assigned roles and privileges.
✔ Available on any form, allowing instant analysis.
✔ Streamlines security adjustments without manual role mapping.
How to Use the Security Diagnostic Tool:
- Open any form in Dynamics 365.
- Click on the Options tab.
- Select Page Options > Security Diagnostics.
- The tool will generate a list of all related roles, duties, and privileges for that form.
By using this tool, administrators can quickly review security settings and make necessary adjustments to ensure data protection and compliance.
To conclude, managing security roles in Microsoft Dynamics 365 Finance and Operations is crucial for data security and system integrity. The Security Configuration Tool helps create and modify roles, while the Security Diagnostic Tool provides a quick way to analyze security gaps.
By following these steps, administrators can effectively control user access, ensure compliance, and streamline security management.
Need further assistance? Feel free to leave a comment or reach out for expert guidance on security configurations in D365FO!
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