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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Creating custom roles
Finance | Project Operations, Human Resources, ...
Suggested Answer

Creating custom roles

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Posted on by Community Member

You can create custom roles 

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  • Suggested answer
    GirishS Profile Picture
    GirishS 27,827 Moderator on at

    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.

  • Community Member Profile Picture
    Community Member on at

    Hello GirishS

    thank you for  your help.

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

    pastedimage1664539512955v1.png

  • GirishS Profile Picture
    GirishS 27,827 Moderator on at

    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.

  • Suggested answer
    naneurrutia Profile Picture
    naneurrutia 212 User Group Leader on at

    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.

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