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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Read-only user in D365...
Microsoft Dynamics AX (Archived)

Read-only user in D365 for Operations

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Posted on by Community Member Microsoft Employee

Hi All,

Do you know if it's possible to set a user as read only in dynamics 365?

Regards,

Manivannan M 

*This post is locked for comments

  • Suggested answer
    fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Read-only user in D365 for Operations

    Hi Manivannan,

    Sure, please follow steps below.

    1. Go into System administration/Security/Security configuration
    2. Click "Create new" to create a new role, give it a name.
    3. Locate your role in the list and look for "Duties" on the right, under "References" section. (Please note, this is not the tab named "Duties", it is located in "roles" tab in your role details.)
    4. Click "Add references". A dialogbox will appear on the right named "Select duties".
    5. In name column, apply a filter to list only duties that include word "Inquir"  (There are duties named Inquire and Inquiry so use "Inquir")
    6. Select all the duties after filter is complete.
    7. Click OK
    8. Go into "Unpublished objects" tab, locate the role you created, select it by adding a tick on the left of the line and click "Publish selection"
    9. You can now assign this role to users that you want and see how it will work!

    Note: If you want a user to have read only privilege in some legal entities then you should click "Assign organizations" after you add the role to that user and select legal entities there.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Read-only user in D365 for Operations

    Hi Fatih,

    Can you share the steps?

    Regards,

    Manivannan M

  • fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Read-only user in D365 for Operations

    Hi Manivannan,

    I did it for the entire application.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Read-only user in D365 for Operations

    Hi Fatih,

    Thats good news.

    Have you created for a particular module or entire application?

    Regards,

    Manivannan M

  • fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Read-only user in D365 for Operations

    Hi Manivannan,

    I created one with using Andre's post. It's quite easy

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,156 on at
    RE: Read-only user in D365 for Operations

    No.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Read-only user in D365 for Operations

    Hi All,

    Do we have any option for this apart from creating a new role?

    Regards,

    Manivannan M

  • Suggested answer
    Chaitanya Golla Profile Picture
    Chaitanya Golla 17,225 on at
    RE: Read-only user in D365 for Operations

    Hi,

    Code in the below link deals with walk through creating a read only role on AX2012 provided by André. Though its on AX2012 as there is no much difference in security architecture its definitely worth a try.

    community.dynamics.com/.../ax2012-how-to-create-a-read-only-security-role-walkthrough

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Read-only user in D365 for Operations

    Thanks, I will try creating new role.

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: Read-only user in D365 for Operations

    in this case , you need to create new role from scratch and set permission for view only

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