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 privilegeFirst of all we need to create privilege as followsnow we need to add new entry point and set object type in our case display menu item from propertiesNow add object name(display menu item name) as follows
- create roleNow we need to create role where above created privilege will be needed create new security role as followsnow we need to add new privilege in role as shown
And from properties select privilege which we have created in previous step
- Create DutyNow we have to create new duty and assign previously created privilege in its properties as shown
- Now we can see security role in FnO environmentselect any user from system administration>>users and click on assign role as followsand now search for priviously created role and click on Ok buttonnow 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.