Giving permission set to user

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Posted on by Tina Menezes

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Hi all,

In D365 financials, I want to assign only sales, items and customer permissions to a user say User B. Consider, I am User A and I have SUPER permission set. But when User A tries to create a new permission set with limited permissions for User B, User A gets error that user A does not have insert permission to permission set and permission table whereas User A has 'super permissions'. Hence user A is not able to create any new permission set or modify any existing permission set to add access to more tables.

How can I solve this ?

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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community.dynamics.com/.../216211

you cannot create new permission sets..

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Tammy Torgerson on at

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Hi Tina,

In order to add the desired permissions for User B, you could assign to User B the following Permission Sets:

D365 BASIC

D365 SALES DOC, EDIT, and possibly D365 SALES DOC, POST if User B is posting.

D365 ITEM, EDIT

D365 CUSTOMER, EDIT

Also, another thing to consider is the Role Center. Based on your description of the tasks that User B will be performing, the best fits for Role Center would be either O365 Sales Activities or Sales Order Processor.

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Tina Menezes 2,582 on at

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Hi Tammy,

If I give D365 Basic to this user, he will even get access to Purchase orders and finance related information which he should not get.

How can I restrict this ?

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Tina Menezes 2,582 on at

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Hi Tammy,

You mentioned-"Also, another thing to consider is the Role Center. Based on your description of the tasks that User B will be performing, the best fits for Role Center would be either O365 Sales Activities or Sales Order Processor."

Please explain above line in more detail. How can I assignRole Center O365 sales activities or sales order processor?

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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check this video from 1:00 minute interval.. you need to change it in My Settings page..

https://www.youtube.com/watch?v=aFz54J-KizA

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Tina Menezes 2,582 on at

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Thanks.

I set the role center to sales processor and O365 sales activities. But the person still can access purchase orders, finance, etc. if he types in the search bar.

I want to even disable this.

Please suggest

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Mohana Yadav 61,005 Super User 2025 Season 2 on at

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DId you try with above permission sets except Basic? are you getting any error?

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Tina Menezes 2,582 on at

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Yes. I get error that I do not have following permissions on codeunit ApplicationManagement: Execute.

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Chris Bulson on at

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There isn't currently a way to modify the permission sets as they are shared across all tenants. Any changes or new permissions sets that are pushed out will be available for everyone across the product. If you have a suggestion for a new Permission set I would put it into a new thread with <product suggestion> in the title.

Thanks,

Chris

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Chris Bulson on at

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Just to add to this... Dev is aware that this is a big request and is looking at adding functionality to address this in a future release.

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