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Dynamics 365 Community / Forums / Finance forum / automate user role ass...
Finance forum

automate user role assignment

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Posted on by 35

Hi 

i am looking for suggestion around automating user role assignment automation in D365fO. What approach can we take to automate this ?

We are in a process of implementing D365fO Retail. our retail stores has very high employee turnover which makes it difficult to import users and assign required roles within AX almost on daily basis for field sales associates. i am looking for suggestion /experience on how can we automate user import from AAD and then assign role in AX ?

i believe assign roles in AX can be achieved by creating rules based on user's security group assignment (guess)

  • roh Profile Picture
    25 on at
    RE: automate user role assignment

    yes

    [quote user="K.Riaz"]

    Hi 

    i am looking for suggestion around automating user role assignment automation in D365fO. What approach can we take to automate this ?

    We are in a process of implementing D365fO Retail. our retail stores has very high employee turnover which makes it difficult to import users and assign required roles within AX almost on daily basis for field sales associates. i am looking for suggestion /experience on how can we automate user import from AAD and then assign role in AX ?

    i believe assign roles in AX can be achieved by creating rules based on user's security group assignment (guess)

    [/quote]

    [quote user="K.Riaz"]

    Hi 

    i am looking for suggestion around automating user role assignment automation in D365fO. What approach can we take to automate this ?

    We are in a process of implementing D365fO Retail. our retail stores has very high employee turnover which makes it difficult to import users and assign required roles within AX almost on daily basis for field sales associates. i am looking for suggestion /experience on how can we automate user import from AAD and then assign role in AX ?

    i believe assign roles in AX can be achieved by creating rules based on user's security group assignment (guess)

    [/quote]

    [quote user="K.Riaz"]

    Hi 

    i am looking for suggestion around automating user role assignment automation in D365fO. What approach can we take to automate this ?

    We are in a process of implementing D365fO Retail. our retail stores has very high employee turnover which makes it difficult to import users and assign required roles within AX almost on daily basis for field sales associates. i am looking for suggestion /experience on how can we automate user import from AAD and then assign role in AX ?

    i believe assign roles in AX can be achieved by creating rules based on user's security group assignment (guess)

    [/quote]
  • André Arnaud de Calavon Profile Picture
    295,796 Super User 2025 Season 1 on at
    RE: automate user role assignment

    There is no standard way of importing users from AAD. This is by default a manual task. It can be achieved with a customization. However, you also have to arrange for the correct role assignment. What would be the properties to have someone e.g. a store manager and another person accounts payable clerk and for which companies?

    I do have a lot of experience with automatic role assignment. If you have details, I could try to help you with some suggestions.

  • JoPe72 Profile Picture
    35 on at
    RE: automate user role assignment

    Hi... 

    Did you ever find anything on this? I am looking at the same issue

    /Johan

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