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Suggested answer

Creating custom roles

Posted on by Microsoft Employee

You can create custom roles 

  • Suggested answer
    naneurrutia Profile Picture
    naneurrutia 212 User Group Leader on at
    RE: Creating custom roles

    Hey, if you want to create a custom role I recommend duplicating a role that has some of the privileges you want to assign to the new custom role and editing the copy.

  • GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Link Party ID to New Legal Entity

    Hi ayadee,

    Sorry, I think this will work if there is two customer or vendor with same name in different legal entities.

    Hope some other will answer your thread.

    Thanks,

    Girish S.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Link Party ID to New Legal Entity

    Hello GirishS

    thank you for  your help.

    I followed the steps but i end up getting error "cannot merge to itself".

    pastedimage1664539512955v1.png

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,832 Super User 2024 Season 1 on at
    RE: Link Party ID to New Legal Entity

    Hi ayadee,

    Check the below link which will help your scenario.

    https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/merge-party-ids-for-customer-accounts-across-multiple-legal-entities

    Thanks,

    Girish S.

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