Permission Access Setup for User Group

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Posted on by PP-29040829-0

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:

Create Sales Order
Edit Sales Order
Confirm Sales Order.
Trade agreement

Additionally, User A should have read-only access to the following modules:

Customer Information
Release Product
On-hand
Production order

what is the best pratics for doing this step ?

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Kevin Xia Microsoft Employee on at

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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
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Bharath jain 1,633 Super User 2026 Season 1 on at

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Hi,

Additionally you can refer below video for security setup

https://youtu.be/z9tKhrrqcwc?si=UCuGa2iezQcdAgsQ

Regards,

Bharath Jain
Raj Borad 1,590 on at

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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