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

Related security objects in D365FinOps

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Posted on by 336

Hello Daxers :) 

I have a technical question about how we can get related objects permissions and licenses for all security roles in Dynamics 365 FinOps.

In Visual Studio there is a standard addin to view all related objects / or via UI in Security Configuration form > View Permissions 

pastedimage1630598358982v1.png  OR  pastedimage1630598500934v2.png

My Question in more technical, im asking here about :

  • If there is an Out-of box Data Entity that contains those related security objects and licenses for all roles , /  or technicaly through x++ how to get them

Thanks

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    301,075 Super User 2025 Season 2 on at

    Hi Adax,

    You can check the data entity "System security role" or "System security permissions".

  • AdnDalhi Profile Picture
    336 on at

    Thanks André, 

    Actually i was using the Security Permissions data entity, but it's not presenting all the fields as they exist in the UI, here is my analysis:

    After investigating the associated data permissions for selected security role, eg:  Accounting manager (AOT Name :LedgerAccountingManager) ,

    I got the following results:

    1. In the UI ( Security Configuration > View Permissions for Accounting manager Role)
      1. The global License type : Finance 
      2. When extacting all rows to an Excel file , the total objcet number is different when extracting data through  SYSTEMSECURITYPERMISSIONENTITY Data Entity (UI = 12343 / Data Entity = 6981)
      3. Here is my simple SQL Query to get all Security Permission for Accounting manager role from the Data entity : 
        1. SELECT

          SYSTEMSECURITYPERMISSIONENTITY.SECURITYROLEIDENTIFIER AS 'Role Identifier',
          SYSTEMSECURITYPERMISSIONENTITY.SECURITYROLENAME AS 'Role name',
          SYSTEMSECURITYPERMISSIONENTITY.RESOURCETYPE AS 'Resource type',
          SYSTEMSECURITYPERMISSIONENTITY.RESOURCENAME AS 'Context \ Resource',
          SYSTEMSECURITYPERMISSIONENTITY.READACCESS AS 'Read',
          SYSTEMSECURITYPERMISSIONENTITY.UPDATEACCESS AS 'Update',
          SYSTEMSECURITYPERMISSIONENTITY.CREATEACCESS AS 'Create',
          SYSTEMSECURITYPERMISSIONENTITy.DELETEACCESS AS 'Delete',
          SYSTEMSECURITYPERMISSIONENTITY.CORRECTACCESS AS 'Correct',
          SYSTEMSECURITYPERMISSIONENTITY.INVOKEACCESS AS 'Invoke',
          SYSTEMSECURITYPERMISSIONENTITY.USERLICENSETYPE

          FROM SYSTEMSECURITYPERMISSIONENTITY
          WHERE SYSTEMSECURITYPERMISSIONENTITY.SECURITYROLEIDENTIFIER = 'LedgerAccountingManager'

      4. I'm not able to get the same license type for each security permission object 
        1. eg: taking the example of the following security ressouce name :  ADVANCEDLEDGERENTRYAPPROVALAPPROVE
          1. pastedimage1630768465382v3.png
          2. In the query , the type is marked as number 4 , equal of (Entreprise in AOT > Operations in UI label) , but in Security permission interface is marked as Finance type
          3. pastedimage1630768638412v4.png
      5. The Data Entity does not present the global security role associated to the Accounting manager role, 
      6. pastedimage1630768701438v5.png
        1. The data entity does not contains this information, 
      7. Data entity does not contains total of all security permissions objects as they exist in the UI, 
  • André Arnaud de Calavon Profile Picture
    301,075 Super User 2025 Season 2 on at

    Hi Adax,

    Concerning the license type, I did expect some issues as Microsoft split the application into multiple license SKUs. You can learn more on the blog from Alex Meyer. The information is based on his own research and some interactions we both had with Microsoft for status and clarification: alexdmeyer.com/.../

    Related to the number of objects. Have you identified if one outcome has duplicate records or found examples of data that is missing in the entity?

  • AdnDalhi Profile Picture
    336 on at

    The limitation with SYSTEMSECURITYPERMISSIONENTITY data entity, that i'm trying to understand is the difference results if you compare if with user interface data.

    1. The total number of securable objects, are not the same, the view permission through UI is more detailed and represent all objects, even if the privilege is used on multiple duties, taking example 
    2. The SYSTEMSECURITYPERMISSIONENTITY data entity total is less than the view in UI (eg. " Accounts receivable payments clerk " role , UI = 2231 / Data entity = 1556)
    3. The data entity does not show duplicated elements, (in case of multiple uses of privilege on different duties, you will not get the global view of other privileges)
    4. I understand the global role license type is defined after aggregating license fo all those securable objects of a role, when (Operations is highest one > etc), presuming that i continue using the same data entity, my question here is how can i aggregate them to get the global license type "Finance type"  example of PaymAccountsReceivablePaymentsClerk Role ? , or if there any mechanisme to use to aggregate the user License type field 
    5. pastedimage1631020898737v2.png > pastedimage1631020980390v3.png
  • André Arnaud de Calavon Profile Picture
    301,075 Super User 2025 Season 2 on at

    Hi Adax,

    I had a look now myself. Your conclusions about the level of detail is correct. The license type being displayed at the data entity is not considering the split in application licenses. Previously, we had the 'Enterprise' as a license type. Now it has been split in e.g. Finance, Supply Chain Management, Commerce, etc.

    I couldn't find another entity where the new licensing details are shown correctly. You might consider a customization.

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