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Finance | Project Operations, Human Resources, ...
Suggested Answer

Customer Master - Edit

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Posted on by 10

In D365 security role configuration - kindly suggest me in which standard role(Except System Admin) the option available to edit or delete the customer details.

I tried all duties & privilege's to edit/delete the customer master, but only creation of new customer option works, edit & delete button doesn't enabled.

Please help me on this.

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I have the same question (0)
  • Suggested answer
    Martin Dráb Profile Picture
    239,152 Most Valuable Professional on at

    Look at which roles include CustTableMaintain privilege. The typical ones are Sales manager and Accounts receivable manager.

  • Mariano Gracia Profile Picture
    on at

    Use the task recorder,edit and delete a customer, once finished save the record and use the tool "Security diagnostics for task recordings", you'll find it in System administration\Security: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/tasks/security-diagstics-task-recordings this tool will tell wich roles, dutties and privilegies where used during the task recording

  • Sathishkumar1794 Profile Picture
    10 on at

    In this both roles - sales manager and accounts receivable manager there is only customer creation option available not having edit & delete option.

  • Martin Dráb Profile Picture
    239,152 Most Valuable Professional on at

    Then your problem is likely caused by a customization.

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