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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Best Way to Mapping Us...
Finance | Project Operations, Human Resources, ...
Answered

Best Way to Mapping User Role in Dynamics 365 FO

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Posted on by Michael Antony 314

Hi guys, my name is Antony.
Right now I am in the middle of process of migrating from AX2012 to D365FO.
Right now the process is come to map the user role from AX2012 to D365FO.

Now I have a case where a user is having need to access these module:
- All Sales Order
- Picking List Registration
- Packing Slip
- Arrival Overview

From this requirement, what is the correct way to give user role(s) to this user account?
Is it by searching a standard user role in D365FO which is suited the best for this user? And then adjusting / fitting the role by removing the module that this user does not need.
Or by creating an entirely new user role for this spesific need of the user?
Or is it none of the 2 ways above?
This is my first time doing this, please nudge me to the right direction, and the correct mindset to do this. 

Best Regards,
Antony

I have the same question (0)
  • Verified answer
    A.Prasanna Profile Picture
    A.Prasanna 8,223 on at

    The easy way out is to map with a standard role and add /remove excess Privileges, duties, as necessary. if you are migrating from AX2012 just compare standard roles from both sides, if you find a match then you can assign directly, or else you can find the nearest match and then fine-tune. as a trick keep standard D365 roles as it is, make a duplicate of the original, and then change it.

  • Michael Antony Profile Picture
    Michael Antony 314 on at

    Thank you Amith, for your reply, it gives me such a helpful insight to this task.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

    Hi Antony,

    My preferred approach is different from what Amith mentioned. However, it is all based on preferences. Usually, I try to avoid changing the standard security objects. You can create a new role and add standard or custom duties to provide the access rights. You can also copy an existing role and then remove the duties which you don't need.

    On each form in Dynamics 365 there is the option to look at the security diagnostics. This gives information which objects (roles, duties and privileges) are providing access to that form.

  • Michael Antony Profile Picture
    Michael Antony 314 on at

    Hi Andre, thank you for your reply, your solution is very helpful.

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