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

Roles, Privilege,Duties internal structure in D365FO

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Posted on by 700

Hi team,

As per the customer requirement, they looking for in details data for the security structure. 

I mean the privilege assigned the Duties, the duties assigned to roles. 

Like which menu item is defined in Privilege and what permission they have. I mean everything they looking for.

Pls let me know , is there any reports existed related to this?

Or how I can fetch all the details. They are looking in excel with details.

Pls advise, thanks

 

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  • Suggested answer
    CA Neeraj Kumar Profile Picture
    5,264 Super User 2026 Season 1 on at

    Hi,

    You can use this report, it will provide your role>duties>privileges>Object > license details at one page that can be downloaded in excel.

    https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/sysadmin/security-gov-security-object-licenses-preview

     

    Regards,

    Neeraj

    security-governance-security-object-license-default-view-preview.png
  • Suggested answer
    PH-19041205-0 Profile Picture
    16 on at

    Hi,

    To extract detailed security structure data (Roles, Duties, Privileges, and Menu Items) into a report in D365FO you have two primary standard avenues.

     

    1: Standard Security Inquiries

    You can navigate to System administration > Inquiries > Security. From this menu, you can generate and export four highly useful out-of-the-box reports:

    User role assignments: Shows all roles assigned to a specific user.

    Security role access: Details the exact objects (menus/tables) and permissions (Read/Update/Delete) granted by a role.

    Role to user assignments: Shows all users assigned to a specific role.

    Security duty assignments: Lists the specific duties nested within each role.

     

    2: Data Entity Export

    If you need raw data tables to extract security metadata, using Data Entities is the most robust approach. You can create an export project in the Data management workspace using standard entities like:

    System security user role

    Security role duty assignment

    Security duty privilege assignment

    Security privilege menu item access
     

    Reference :

    Out-of-box security reports - Finance & Operations | Dynamics 365 | Microsoft Learn
     

    I hope this helps you. Thanks

     

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