web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Active Discussion

How User can know the Action Menu Item to Setup role

(0) ShareShare
ReportReport
Posted on by 10

Hello team, in my project customer want to know how to setup security in the systems. I have one problem I don't know how to get the name of the Action menu item

that the step provides to set up privileges for action in the form. I have been researching the Internet but all things do not fit the requirements. 

Pls help me, I know that in the visio studio can see that name. But on the customer site, they need users to have a way to see that.

8053.pastedimage1673239293738v1.png

  • Bret Fraser Profile Picture
    Community Manager on at

    moving this thread to the F&O forum

  • Martin Dráb Profile Picture
    240,538 Most Valuable Professional on at

    Which menu item are you looking for?

    If it's a menu item used for opening a form, there is a way to see it in GUI. But the same approach isn't applicable in other situations.

    By the way, adding a menu item should be only the last resort, if no suitable privilege exists.

    Also, what is the point of adding a menu item to a privilege that is about maintaining a data entity? It looks logically wrong to me.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 345 Most Valuable Professional

#2
CU10121822-0 Profile Picture

CU10121822-0 304

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 283 Super User 2026 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans