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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Raj Borad 491 on at

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Permission Access Setup for User Group

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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Bharath jain 848 on at

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Permission Access Setup for User Group

Hi,

Additionally you can refer below video for security setup

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

Regards,

Bharath Jain
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Kevin Xia Microsoft Employee on at

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Permission Access Setup for User Group

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