Hi, reeealy basic question, as I try to grasp how D365 F&O works.
I've been reviewing some training on security, but it's just not clear to me how to do the following.
I wanted to see if I could create my own role, then a duty, then see if I could assign privileges such that a user could see All of the
customers in the A/R module.
What I've done so far:
1) Created a role
2) Assigned da new duty to above role(using "Create new and add reference")
So, from here I'm confuse das to how I tie together a particular module to my duty..
I tried to go to the A/R module, and looking at "All customers", I looked at "Options", then "Security diagnostics".. thinking
that I might be able to associate that form to a role, but I don't see that as a possibility..
Am I even remotely close to how I would allow a new role to see All Customers in the A/R module?
Any help/direction is greatly appreciated!
Cheers,
Rich
