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Our customer is looking at using CDS to integrate with CE and F&O.
One question is if they would like to build a customer portal on CE, and use F&O as the data source, how the user and their security roles work? For example, if the customer log into the portal, and they would only can see their own sales orders, is this controlled in CE or in F&O?
The security of the Customer portal in CE is handled by CE. So you would need to configure it there.
The new solution to replace Customer portal is PowerApps Portals, which runs on CDS. Also in CDS you have to handle the security there, not D365FO.
So from integration perspective, I need to integrate F&O with CDS?
If you decide you cannot handle it all within Dynamics (not sure if you can), an option would be to take the data from F&O to a database and then use it from there to CE (or to where you need it). To avoid having to work with the API you can use a 3rd party tool such as https://www.connecting-software.com/connect-from-any-application-to-dynamics-365-finance-operations/
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