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Security configurations Microsoft Dynamics D365 F&O- Part One

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Dynamics 365 Supply Chain Management

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Oct 20, 2024

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  • Users must be assigned to security roles to access finance and operations, with duties assigned to determine user capabilities.
  • Duties correspond to parts of a business process and can be assigned to multiple roles.
  • Privileges in the security model specify the level of access required to perform tasks, with references in privilege including action menu items and display menu items.
  • System walkthrough includes configurations and settings related to security diagnostics, roles, duties, and privileges.
  • Creating a custom security role involves duplicating existing roles and assigning a relevant name.
  • Identifying the required security role involves checking options in specific workspaces and creating duplicate roles.
  • Publishing the created role allows system admins to assign it to relevant business users.
  • Verification of access can be done by having business users cross verify the assigned roles and permissions.

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