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Hi
I need to know the User Security Capabilities and differences in NAV 2017 and D365 Financials.
Can someone brief me about it.
Thank you.
Here is some information, to get you started, with regards to the user security functionality in Dynamics 365 for Financials:
The addition of users to Dynamics 365 for Financials is handled through the Office 365 Admin portal. The Office administrator should use the Admin portal to manage\setup their users, and assign licenses to the users for the products for which they should have access.
Within the Dynamics 365 for Financials application, there are a few additional levels of settings which affect what is visible and accessible:
• User Experience: This is a company-wide setting which will make a narrower or wider set of functionality available to users. The options are Basic and Suite. The idea is that smaller and less complex companies would use Basic—and have a simplified user experience within Dynamics 365 for Financials. Larger and/or more complex organizations can use Suite and access more of the functionality. Some examples of the differences are that Purchase Orders, Jobs, and Fixed Assets are added in the Suite experience. This means that if the User Experience is set to Basic, a search would not return the pages associated with those functional areas.
• Role Center: Each user has an assigned Role Center. This dictates the layout and menu structure a user sees when they sign into Dynamics 365 for Financials. It does not affect the pages or other objects that users have permissions to access—just what is visible from the navigation and home page KPIs, etc. You can change from one Role Center to another for a given user. In Dynamics 365 for Financials, it is not possible to edit or add to the existing Role Centers. You can search for and find pages which are not in your navigation.
• Permission Set: A Permission Set is a group of permissions that give various types of access to tables, pages, and other objects. Permissions Sets are assigned to each user in the User Card either by directly adding them or by associating a User Group which has Permission Sets assigned. You can change the Permission Sets that are assigned to a given User or User Group. In Dynamics 365 for Financials, it is not possible to edit or add to the existing Permission Sets.
It is suggested to give the D365 BASIC Permission Set to all users. This will allow users to get into Dynamics 365 for Financials and open the home page without permission errors. It does give READ (but not INSERT, MODIFY, or DELETE) access to much of the application. Then additional Permission Sets can be assigned to give expanded access (INSERT, MODIFY, and DELETE types) to the users as needed.
For more information on the user security functionality in Dynamics NAV 2017, you can also post this question in the Microsoft Dynamics NAV community forum.
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