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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Permission Access Setu...
Finance | Project Operations, Human Resources, ...
Answered

Permission Access Setup for User Group

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Posted on by PP-29040829-0 54
 
Dear Community Group ,

I would like to set up permissions for User A to access certain modules within D365 FO, enabling them to perform transactions related to sales orders. Below are the specific permissions required:

  1. Create Sales Order
  2. Edit Sales Order
  3. Confirm Sales Order.
  4. Trade agreement
Additionally, User A should have read-only access to the following modules:
  1. Customer Information
  2. Release Product
  3. On-hand
  4. Production order
what is the best pratics for doing this step ? 
 
 
 
 
 
I have the same question (0)
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    You can refer to this blog post: microsoft-business-applications.hcltech.com.

    You can also refer to this official document: Role-based security - Finance & Operations | Dynamics 365 | Microsoft Learn. This article provides an overview of the elements of role-based security in finance and operations.
    Best regards,
    Kevin
  • Suggested answer
    Bharath jain Profile Picture
    Bharath jain 1,479 Super User 2025 Season 2 on at
    Hi,
     
    Additionally you can refer below video for security setup
     
     
    Regards,
    Bharath Jain
  • Raj Borad Profile Picture
    Raj Borad 1,467 on at
    In addition to the, you can also create new Privileges, duties, roles for your specific requirement.
    And assign the role to the users.
     
    Thank you,
    Raj

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