web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / User Security for Reim...
Finance | Project Operations, Human Resources, ...
Answered

User Security for Reimbursements

(1) ShareShare
ReportReport
Posted on by Peter Shepherd 200
I'm struggling to find how I grant a user access to run a task in D365 (F&O)
The task is Accounts Receivable - Periodic Tasks - Reimbursements
 
I created a task recording and tried to run it through the 'Security diagnostics for task recordings' but I got nowhere.
 
How do I find the privilege, duty or role where this is granted?
I have the same question (0)
  • Komi Siabi Profile Picture
    Komi Siabi 13,089 Most Valuable Professional on at
    User Security
    What's the result of you using the Security diagnostics for task recording?
     
  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 237,668 Most Valuable Professional on at
    User Security for Reimbursements
    The privilege is called Process customer reimbursements (CustOverPaymProcess). It's included (by default) in a single duty: Maintain collections transactions (CollectionLetterCollectionsTransMaintai), which is included in two roles: Collections agent and Collections manager.
     
    I used references in Visual Studio to find this information.
  • Peter Shepherd Profile Picture
    Peter Shepherd 200 on at
    User Security for Reimbursements
    When I use the security diagnostics for the task recording the results screen has not entries. It doesn's show me anything. I can select different users as well but nothing appears. 
     
    This issue is resolved now. The response from Martin gave me what I needed. I appreciate everyone's input.  This community is extremely good and helpful!!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 683 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 563 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 398 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans