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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to extract menu na...
Finance | Project Operations, Human Resources, ...
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How to extract menu navigation for a menu item based in a security privilege

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Posted on by egsameera 12
Hi,
 
Is there any way of getting the privileges, menu items and menu path for a given security role? Sample output should look like below. 
 
 
Thank you & best regards,
Gihan
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 7,349 Super User 2024 Season 2 on at
    How to extract menu navigation for a menu item based in a security privilege
    Hi egsameera,
     
    In this case you will need a custom report. But this standard report can give you at least an idea. Also as Martin said previously, bare in mind that a menu item can have multiple paths.
     
    Please verify the answers that were helpful.
     
    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
  • egsameera Profile Picture
    egsameera 12 on at
    How to extract menu navigation for a menu item based in a security privilege
    Hi Layan Jwei,
     
    Thank you for the respond. Yes, can use the "Security role access" report for some extend but need to have the relevant privilege and the navigation path for the related menu item.
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 7,349 Super User 2024 Season 2 on at
    How to extract menu navigation for a menu item based in a security privilege
    Hi egSameera,

    There is an out of the box report called "Security Role access", that can give you somehow similar details (not exactly as you requested). Would that help? if not, then you will need to create a new custom report.

    https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/security-reports#security-role-access

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
  • Martin Dráb Profile Picture
    Martin Dráb 230,445 Most Valuable Professional on at
    How to extract menu navigation for a menu item based in a security privilege
    Yes, it is possible to develop such a report. Just note that there isn't necessarily a single menu path. Some menu items are in the menu at several places, some not at all, and some can be access both from the menu and from other forms. You need to think about what you want to show in such cases.

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