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Finance | Project Operations, Human Resources, ...
Answered

Roles, Privilege,Duties internal structure in D365FO

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Posted on by 1,050

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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  • Verified answer
    CA Neeraj Kumar Profile Picture
    5,288 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
  • Verified answer
    PH-19041205-0 Profile Picture
    46 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

     

  • Suggested answer
    SajeedMullaji Profile Picture
    858 on at

    This is a common requirement during security reviews and audits. Here are the standard approaches to extract the full security hierarchy in D365 F&O:
     

    Option 1 — Security Configuration Report (built-in):

    System Administration → Security → Security configuration → select a Role → you can view the full hierarchy: Role → Duties → Privileges → Menu Items with permissions (Read/Update/Create/Delete/Execute). Export to Excel from this screen.
     

    Option 2 — SysSecRoleExplode (AOT Query):

    Run the Security Role report from System Administration → Inquiries → Security → Security roles — this gives role-level detail exportable to Excel.
     

    Option 3 — License and Permission Report:

    System Administration → License Information → User License Counts — shows which license tier each role requires based on its highest-privileged menu item.
     

    Option 4 — Data Entity Export:

    For a complete structured Excel output covering all roles, duties, privileges, and menu items — use Data Management → Export → Security entities (SecurityRole, SecurityDuty, SecurityPrivilege, SecurityRoleToUser). This gives the most comprehensive dataset for audit documentation.
     

    Hope this helps.

  • Deepak Agarwal Profile Picture
    9,306 Super User 2026 Season 2 on at

    did you tried std report available? Or you have a specific requirement?

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