Implement role-based security in Finance and Operations apps

Implement role-based security in Finance and Operations apps

Finance and Operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.

Developer
Solution Architect
Dynamics 365
Finance
Finance and Operations
Supply Chain Management

Module Objectives

In this module, you will learn how to:

  • Create and modify roles, duties, privileges, and permissions.
  • Review the role-based security hierarchy.
  • Use and enforce permissions policies.
  • Define the extensible data security framework (XDS).
  • Apply security permissions.
  • Stay compliant with user licensing requirements

Prerequisites

  • Basic understanding of enterprise resource planning systems
  • Familiarity with Finance and Operations apps