How to create Read-only system admin role in D365 Finance and operations – Part 2

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Dynamics 365 ERP - General

The article titled "In this series of creating read only system admin role, I am going to work on two important areas, which is DMF and financial reports" discusses the process of creating a read-only system admin role in Microsoft business applications, specifically focusing on two areas: DMF (Data Management Framework) and financial reports.
The author suggests granting users access to export data using the DMF export functionality. This can be achieved by duplicating the existing privilege "Maintain data import export tasks" and removing all import-related menu items from display and action types.
Another area where access can be given is to generate financial reports. To do so, the author recommends adding the "FinancialReportingGenerate" action menu item in the privilege and granting read and update access.
The author expresses willingness to perform more analysis and add more cases in the future.
The article provides a brief overview of the topics covered and does not go into extensive detail.
The focus of the article is on creating a read-only system admin role and granting access to DMF export functionality and financial report generation.
The article does not provide step-by-step instructions but rather highlights the key areas to consider for creating the role and granting the necessary privileges.
The author encourages readers to reach out for additional analysis and future updates.

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