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You're reading from  Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition

Product typeBook
Published inMar 2020
PublisherPackt
ISBN-139781838643812
Edition2nd Edition
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Author (1)
Simon Buxton
Simon Buxton
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Simon Buxton

Simon Buxton has worked with Dynamics 365 Finance and Supply Chain Management since its earliest incarnations, starting with the product in early 1999 when Dynamics 365 Finance and Supply Chain Management was known as Damgaard Axapta 1.5. Simon has been the technical lead on many highly challenging technical projects in countries all around the world. These projects included complex integrations with on-premises and external systems, ISV solutions, and many technically challenging customer solutions. Now working with Binary, he was part of a team that implemented the first Dynamics 365 Finance and Supply Chain Management implementation as part of the Community Technical Preview (CTP) program, which led to the close working relationship with Microsoft that made this book possible
Read more about Simon Buxton

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Creating security roles

A role is a collection of duties and privileges. The role is what we associate with a user, which can be done automatically based on the employee's information, such as their position in the company. Security roles should be thought of in terms of the personas that first appeared with Dynamics AX 2012. This change intends to move the thinking away from creating groups of functionality to designing the roles based on how the organization is structured. For example, a sales manager would be in a sales manager role, which will have duties assigned to it. The duties have privileges, which in turn give access to the sales manager in order to perform that role.

In our case, we could consider that they have three roles: vehicle management supervisor, vehicle service supervisor, and vehicle service entry clerk. When defining these roles, we do so by defining...

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Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition
Published in: Mar 2020Publisher: PacktISBN-13: 9781838643812

Author (1)

author image
Simon Buxton

Simon Buxton has worked with Dynamics 365 Finance and Supply Chain Management since its earliest incarnations, starting with the product in early 1999 when Dynamics 365 Finance and Supply Chain Management was known as Damgaard Axapta 1.5. Simon has been the technical lead on many highly challenging technical projects in countries all around the world. These projects included complex integrations with on-premises and external systems, ISV solutions, and many technically challenging customer solutions. Now working with Binary, he was part of a team that implemented the first Dynamics 365 Finance and Supply Chain Management implementation as part of the Community Technical Preview (CTP) program, which led to the close working relationship with Microsoft that made this book possible
Read more about Simon Buxton