Useful things I've learned along the way
Developers often forget to add security in D365. After developing a new form, report, or batch job in Microsoft Dynamics 365 for Finance and Operations, you need to create Menu Items so a user can see and run the new functionality. And those Menu Items need to be added to new or existing Security objects,... Continue Reading →
Microsoft Dynamics 365 for Finance and Operations has existing Roles set up. These roles are associated with Users and provide access to the Menu Items. The Menu Items allow users to run forms, reports, and batch jobs. There are times when you need to change Security In D365. Perhaps you need one Role to have... Continue Reading →
In this article I will teach you how to customize security in D365 using the Security Configuration form. How to add new Roles, and add Menu Items to them. In the last article, titled 'Security in D365', I explained how to setup a D365 User, and add Roles to that User. Additionally, you learned how... Continue Reading →
In this article, I will explain how to use role based security in D365. This is a complicated topic. Before learning how to customize the security, it is important to know how to provide access to users using the existing functionality. In the next article, I will teach you how to customize security in D365... Continue Reading →
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