Implement role-based security in finance and operations apps

Intermediate
Developer
Solution Architect
Dynamics 365
Finance
Supply Chain Management

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

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.

Learning 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