Implement role-based security in Finance and Operations apps

Solution Architect
Dynamics 365
Finance and Operations
Supply Chain Management

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:

  • 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.


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