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Finance | Project Operations, Human Resources, ...
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Security configuration in D365 for F&O: Option "Duplicate" and "Copy"

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Hi,

does anybody knows the difference between the option "Copy" and "Duplicate" in D365 for Finance and Supply Chain Management?

4035.pastedimage1628064433765v1.png

I was using "Dr.Google" and I do not see a huge difference here. According to the two links below with the option "Copy" I am able to copy a security layer and "paste" the copied security layer into a new role. With the option "Duplicate" I am able to create a clone of the currently selected security layer and give it a new name. But this is basically the same??? Where is the difference here?
Is it possible that with the option "Copy" I am able to copy a specific security layer of a role - for example only the privileges, whereas with duplicate I am selecting the whole security layer of a specific role?

Thanks for any hep.

Setting Up Security in Dynamics 365 for Finance and Operations - Part I - From the User Interface | Alex Meyer (alexdmeyer.com)

Dynamics 365 for Finance & Operations: Security | PowerObjects

Best regards
DNC

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  • Suggested answer
    AriaConsulting Profile Picture
    2 on at
    RE: Security configuration in D365 for F&O: Option "Duplicate" and "Copy"

    "Is it possible that with the option "Copy" I am able to copy a specific security layer of a role - for example only the privileges..." - that is my understanding, yes.  However, you can post this in the F&O forum directly to get feedback from folks with much broader and deeper knowledge (like Andre!):

    community.dynamics.com/.../financeandoperations

  • Verified answer
    André Arnaud de Calavon Profile Picture
    300,714 Super User 2025 Season 2 on at
    RE: Security configuration in D365 for F&O: Option "Duplicate" and "Copy"

    Hi DNC,

    There is actually a difference. With 'Duplicate' you create directly a copy of a security object and you can start making changes. With copy and paste, you can e.g. copy a duty and paste it as reference on another role or copy a privilege and paste it on a duty or other role.  

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