web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Custom Security Configuration

(1) ShareShare
ReportReport
Posted on by 2,473

Hi,

 

I am looking for some resources to get started with Security. I am aware of the basics privleges, duties and roles and the Security Configuration in System Administration.

 

Are there any tools that can help the learning curve? For Eg. I wanted to Give a user read only access to CustomerOpenInvoiceListPage form + the user should also be able to generate the reports from there. I had to do lot of iterations, each time there's an error while generating report (Sensitive Customer Information, Bank Account Information etc.), I would go to view permissions, find the security object and then assign the privilege. I first went to table level but later found out that there are some ready privileges to cater for the error. But this took lot of time.

 

Is there a better way? So many iterations seems like a lot of burden if there are many security tasks.

I have the same question (0)
  • Suggested answer
    Bharath jain Profile Picture
    1,580 Super User 2026 Season 1 on at
    Hi,
     
    You need to juggle between roles and privileges to achieve that. You can check the standard roles, and you can also use 'options' in every form to find the required roles or privileges."
     
    You can check the below link if that helps.
     
    Regards,
    Bharath Jain

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288 Super User 2026 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 276 Most Valuable Professional

#3
Anton Venter Profile Picture

Anton Venter 225 Super User 2026 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans