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Assign roles to user D365 F&O

  • 1.  Assign roles to user D365 F&O

    Posted Feb 13, 2020 05:28 PM

    Hi All,

    I am researching the out of box user groups in D365 and their rights they are granted when assigned to a user group. I cannot find any Microsoft documentation on the screens/privileges that are enabled for a user group. For example, I need to find out what the accounting user has access to compared to the accounts payable user in D365. Has anyone been able to locate documentation on user groups within D365 F&O?



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    Kevin Hanselmann
    SWF
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  • 2.  RE: Assign roles to user D365 F&O

    GOLD CONTRIBUTOR
    Posted Feb 20, 2020 04:37 PM
    Hey Kevin,

    I never found anything out there that has this documented but I used AOT to get a bit of an ugly form of what you are looking for.  If you use the options under Security Admin for Roles and Duties, you can find out the tables used and then I use the plugin to export them the tables to Excel and put them together.  A number of steps to get there but its the only way I've been able to figure it out.

    Rod

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    Rod Helmick
    Senior Pre-Sales Engineer
    DSI
    Cave Creek
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  • 3.  RE: Assign roles to user D365 F&O

    Posted Feb 24, 2020 10:19 AM
    Hi Rod,

    Thanks for the advice. We will pursue that route.

    Regards,

    Kevin Hanselmann
    SWF

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    Kevin Hanselmann
    SWF
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