Published On Nov 29, 2021
In this article, I will explain how to use role based security in D365. Before learning how to customize the security, it is important to know how to provide access to users using the existing functionality.
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Table of Contents:
00:00 - Intro
00:08 - Security In D365
00:56 - High Level Overview
01:59 - Security architecture
02:39 - Example Roles
03:08 - Create A User
04:10 - Assign Roles
04:45 - Which Role To Add?
05:33 - Security diagnostics
06:06 - Menu Items In A Role
06:51 - Security role access report
07:53 - Summary
09:07 - Outro