Privileges, duties, control name

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Hi all,

I play with D365O since a month and i work only with privileges, duties, roles ...

Now we are in phase 2 and we need to go more granular.

I mean that on a screen, for example (All customers), i don't want a user (that have a role base) to see a specific menus (invoice, collect, projects ...)

And in this menus (invoice, collect, projects ...) i want to control granular too (Account, transactions, balance ...)

I see that all this menus have a control name, can i work with ?

Is there a better way to proceed ?

Thanks for all

Regards,

Cédric

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nmaenpaa 101,162 Moderator on at

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You can work with the control names, but in that case you only prevent the user from running those actions from this form. He/she can still run them from the main menu.

If you want to prevent the user from posting sales invoices, you have to create a role which doesn't include the duty/privilege for posting sales invoices.

So the right way forward is to find out which privilege is related to each of the menu items that you want to hide, and then be sure not to grant this privilege to your user.

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Community Member on at

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Yeah totally understand !!

I create roles and assign some privileges to user.

But whrn i want to be more granular, my problem is that i dont know wich privileges is linked with each menu items

There a simple way to know that for example, invoices menu is link to this specific privileges ?

Thanks

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nmaenpaa 101,162 Moderator on at

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Just right click the menu item in Visual Studio and select "Find references".

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Community Member on at

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i work on dynamics 365 finance and operations, directly via web browser, how can i work with visual studio too ?

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nmaenpaa 101,162 Moderator on at

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If you are working just with D365 UI, you can see the Options - Security diagnostics menu on every form. It contains information about roles, duties and privileges who have access to the form.

You can find Visual Studio in the development environment. You might find it more effective to work together with a developer, even though many security settings can be also configured in the UI.

Also please check this thread for more information: https://community.dynamics.com/365/financeandoperations/f/765/t/244760

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André Arnaud de Cal... 301,158 Super User 2025 Season 2 on at

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Hi Cedric,

If this is a customer environment, there is a Visual Studio installation on the BUILD environment. On a demo or DEV/Test instance there is also this program installed. Make sure you have a correct license for Visual Studio.

If you open a form, you can use Options > Security diagnostics as well to see which privileges and duties are involved. This, however will not always work for e.g. reports. Then you have to find the details in the development environment.

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Community Member on at

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The problem with " Security diagnostics" is that you have just 2 privilges each time list, and its the same when i go to different menus, its not very details for me.

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nmaenpaa 101,162 Moderator on at

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You need the development environment and Visual Studio to get detailed information.

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Community Member on at

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Yes i will ask to the development team.

Thanks for all

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Community Member on at

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Hi Nikolaos, i have now access to a visual studio of a dev environnement, you say "select "Find references"." But where it is ?

Thanks

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