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Dynamics 365 Community / Forums / Finance forum / Security
Finance forum

Security

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Posted on by Faraz Hasan 212

3173.Untitled.png

What is the difference between Duplicate/Copy?

I want to create a role for which I want to give specific rights at detailed level. So my approach is that:

1-Duplicate a Privilege with a new custom name (so that I can do changes in menu item/permission level) and it will not affect the Original one.

2-Create a new Duty and add the custom privilege in this duty.

3-Create a new Role and add the above duty in this role.

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Security
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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    You should move forward with the approach you have outlined above.

    It is the right approach for modifying access levels or adding/removing menu items as it secures you do not unintentionally modify objects used elsewhere.

  • Faraz Hasan Profile Picture
    Faraz Hasan 212 on at

    Thanks, but can you elaborate the difference between Copy & Duplicate?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Sure.

    Duplicate creates a new element (role/duty/privlege) as you know and the contents of the new element will be the same as the original one.

    The copy function can be used in scenarios where you have expanded the duties of a role, then mark one of the duties and press copy.

    If you then select another role and expand the duties, you will have the option to paste to this other role. It is a simple copy paste function.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,037 Super User 2025 Season 2 on at

    Hi Faraz,

    The duplicate function is the one which will make directly an equal copy of the selected object (role, duty or privilege).

    The copy function can be used to remember e.g. a duty and paste it on a role or copy privilege and paste it on a duty or role. But not limited to these examples.

    Example:

    1) Go to a duty and select the button copy.

    2) Go to a role; select the duties node. Then you have the option to 'Paste' it here.

    There is also an option to directly add a role reference from a duty, so it is another way of adding references.

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