Dynamics Community Forum Thread Details

Automating User Assignment/ Automatically assign users to roles - Finance and Operations

Hey All,

I have been attempting to automate user assignments, in Dynamics Finance and Operations

Following : Assign users to security roles - Finance & Operations | Dynamics 365 | Microsoft Learn

In step 6 , please can you unpack how to edit the query, to look at the Human Resource Module, specifically the table which looks at the job type. If the user is a FTE/STE or CON?

I would like to automatically apply a specific role access to STE/FTE and than and other Role to Con, once the user has been created in D365.

Thank you so much in advance.

Kind Regards,

uresha

Automatically assign users to roles

This procedure explains how system administrators can automatically assign users to roles, based on business data.

Go to Navigation pane > Modules > System administration > Security > Assign users to roles.
In the tree, select 'Accounting supervisor'. Select the role that you want to configure the rule for. In this example, select Accounting supervisor.
Select Add rule to open the dialog menu.
In the Select a query list, find and select the desired record. Select the query to use for this rule.
In the Membership rule name list, click the link in the selected row.
Select Edit query. Edit the query, as needed.
Select OK.
Select Run automatic role assignment.
Go to Navigation pane > Modules > System administration > Users > Users (ideally in a separate browser tab).
Review the roles assigned to various users to confirm that the role assignment query was correct. Adjust and re-run if needed.