How to create Read-only system admin role in D365 Finance and operations

#security

Dynamics 365 ERP - General

The article discusses the need for a read-only system admin role for specific internal purposes or audit requirements in Microsoft business applications like Dynamics 365.
It suggests testing the read-only requirement with existing Auditor roles before creating a new security role.
If the out-of-the-box roles cannot fulfill the requirement, the article recommends creating a new read-only role using two approaches.
The first approach is to create a new role and add all view privileges to the role, and then test it.
The second approach is to add all display and output menu items using a "begin with" filter and giving read, create, and update permissions.
It is important to remove all display menu items related to security configuration once all display and output menu items are added.
The article also mentions that any ISV and custom objects can be controlled and tested to create a read-only role.
Overall, the article provides guidance on how to create a read-only system admin role for specific purposes or audit requirements in Microsoft business applications like Dynamics 365.

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