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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Role base security on ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Role base security on setup form In D365FO

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Posted on by Microsoft dynamics ... 20

I want to create a role in which I can remove all the setup related form from all the Modules in D365FO ? How can this be achieved?

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  • Suggested answer
    GirishS Profile Picture
    GirishS 27,829 Moderator on at
    Hi,
     
    First you need to create a new privilege added with all the menu items from all the modules - Add that privilege to duty and then to role.
    Later you need to take a list of setup form menu items that need to be removed from the privileges and then removed them from entry point of the privileges.
     
    Thanks,
    Girish S.
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    Just in case, you want to create role to control form settings, you can check the following articles:
    Form-level security in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn
    Dynamics Community Blog Post Details
    Best Regards,
    Hana
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,746 Super User 2025 Season 2 on at
    Hi Microsoft dynamics D365FO,
     
    Instead of creating a role to remove setup related forms, you can better create a role which doesn't have access to these menu items at all. You can achieve that by reusing privileges and duties that don't have access to the setup pages. You can also create new privileges and duties to meet your requirements. 
     
    It would not be best practice to just add additional privileges with menu items and 'deny' access. It will work, but it gives you less overview on the role contents and if there is a need to (temporarily) add a role to a user for some setup access, it will be overwritten by the 'deny' option.

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