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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automatically assignin...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Automatically assigning roles to users

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Posted on by Dosima 25

Hi

Is it possible to automatically assign roles to users based on the users Job title in D356F&O application. What is the easiest way of doing this.

Thanks

D

I have the same question (0)
  • Suggested answer
    Christoph Thaler Profile Picture
    Christoph Thaler 5,442 on at

    Hi Dosima.

    Please check this blog: dynamicspedia.com/.../

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,182 Super User 2026 Season 1 on at

    Hi Dosima,

    Christoph already shared my blog. I did a presentation about this topic several times. About two weeks ago, I got a question with the same request for job titles. It is possible. I have it already working in a Human Resource environment. I'm intending to create a query for F&O as well and will share it in a future blog. In the blog shared by Christoph, there is a slide share which includes one slide which is very old but hints on using HR data for automatic role assignments.

    This is how the query will look like (without the job titles which should be linked to the position details)

    2020_2D00_03_2D00_18_5F00_21_2D00_35_2D00_57.png

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