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Finance | Project Operations, Human Resources, ...
Suggested Answer

I want create a Role which can be use inquiries and reports for ALL Module. (Easily. is it possible?) (D365FO)

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Hi All,

I want create a Role which can be use inquiries and reports for ALL Module.

(Easily. is it possible?) 

On (D365FO) .. Dynamics365 Finance and Operations.

Many thanks..

Mehmet Kuzgun

I have the same question (0)
  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Create a new role and add all duties that start with "Inquire" and you should be good. Verify before you assign to the users.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,075 Super User 2025 Season 2 on at

    Hi Mehmet,

    It is not an easy job. "Inquire" will also include master data en setup forms in view mode. So, if you only need the inquiry forms and reports, you have to find all related duties and privileges manually. Potentially the standard privileges which grants access to reports will include also other forms and functions.

    In fact, per menu item, you need to find the related privilege. Wouldn't be easier to just name the inquiry forms and reports which are really required? Usually, not all reports are used within an implementation.

    What doesn't help either is the fact that the security diagnostics is not helping in case of reports or actions from the main menu. The task recordings are logging them, but it is not showing up in the diagnostics for security recordings.

    You can or use Visual Studio to find out which menu items should be included in your role. You can also use another trick using the task recorder: dynamicspedia.com/.../.

    When you have the menu item details, you can create a specific privilege containing the menu items or find all related privileges. Probably creating one new privilege would be quicker to achieve.

  • Community Member Profile Picture
    on at

    Thank you Satish

    I tried that but I seen  happen access granted for some setup items (example: bankparameters). it is a problem.

  • Community Member Profile Picture
    on at

    Hi  Andre.

    I agree with you it is not easy job.

    I need it because audit team wants.

    Their business scope is ALL modules.

    if It is not possible I will  have to   identify hundred of Menu items....

    I tried following:

    I create a role and added all inquiry and reports duties.

    (I seen  some parameters access granted.  You mentioned as well.)

    I added all tables with read permission.  Some sys tables created issue. And tmp tables would create issue.

    Maybe ı can use except sys* and tmp*. I m not sure.

    thank you very much your interest.

  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at

    Hi Mehmat,

    It's a good start. Now after you login with new user, see what you don't want. Then try to remove duty that's providing unwanted Access. This will save you lot of time else you have to find everything that you want and then create a new role.

    Assumption - you only have some forms (10-20 forms are a reasonable number) that you want to remove.

  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    either you could use the security configuration tool in D365FO or create via customization in Visual Studio, a custom duty with all ready only /inquire privileges

    It's a journey and may need to keep on optimizing

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