Implement role-based security in Finance and Operations apps

Module
8 Units

Intermediate

Developer

Solution Architect

Dynamics 365

Finance and Operations

Finance

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.

Prerequisites

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

Introduction min
Create and modify duties, privileges, and permissions min
Enforce permissions policy min
Extensible data security framework min
Apply security permissions min
Lab - Create a new security role and add duties min
Check your knowledge min
Summary min