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Rest API - Security Role with least permissions

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Posted on by SO-17070842-0

I'm currently working on integrating a .NET routine that uploads data to D365. However, I've encountered a challenge regarding the authentication process due to security role configurations. My goal is to assign the least privileged security role necessary to allow the routine to authenticate successfully without compromising on security or functionality. I'm using an Azure AD enterprise app.

Could anyone provide insights or recommendations on which security role(s) in Dynamics 365 should be assigned to the app? Ideally, I am looking for the minimal set of privileges/permissions needed to perform data upload operations effectively.

If there are specific permissions within a role that are critical for the authentication and data upload processes, I would appreciate it if you could highlight them.

Thanks,

Sean

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Mohamed Amine Mahmoudi 26,390 Super User 2025 Season 2 on at

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Rest API - Security Role with least permissions

Hi,

I hope this can help you and give you some hints.

https://docs.dynamicsmobile.com/platform/erp-integrations/microsoft-dynamics-d365-fo/dynamics-365-finance-and-operations-client-app-registration

https://www.linkedin.com/pulse/how-app-registrations-azure-portal-call-d365-custom-services-manzoor

Best regards,

Mohamed Amine MAHMOUDI

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Guido Preite 54,086 Moderator on at

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Rest API - Security Role with least permissions

which exact Dynamics 365 you are referring to?

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SO-17070842-0 on at

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Rest API - Security Role with least permissions

@Guido, it's Dynamics 365 Sales.

I have one app registration that a Python app uses to connect, it has a limited access security role and connects ok.

I have another app registration that a .Net routine uses to connect but it requires system administrator/customiser security role to connect which I don't understand.

Regards,

Sean

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