Plaza 365
Plaza 365

No results found for your search

RegisterLog in

6

Security Role Assignments in Dynamics 365 Finance and Operations

Visit article

#finance

#operations

#security

Dynamics 365 Finance

Category

Feb 22, 2025

Published date

Text

Article Type

AI Summary

  • Role assignments in Dynamics 365 Finance and Operations can be automated or handled manually at different levels.
  • Security roles can be assigned globally, at the organizational hierarchy level, or at the company level.
  • Automatic role assignment methods include query-based rules for assigning roles based on specific criteria.
  • Manual role assignment methods include data management for bulk imports and direct assignment at all levels.
  • A demo of manual security role assignment at the organizational hierarchy level was provided.
  • The demo showcased assigning a role to a user and then assigning it to an organizational hierarchy.
  • The system automatically assigns roles to all subordinate nodes when assigned at the organizational hierarchy level.
  • Assigning roles at the organizational hierarchy level is efficient and simplifies ongoing maintenance in Dynamics 365 Finance and Operations.

Registered users can view the full text for FREE!

Sign In Now!