How to Create Custom Security Roles in Dynamics 365

Dynamics 365 offers a robust platform for businesses to tailor their CRM and ERP solutions to meet unique organizational needs. One key element in this customization journey is the ability to create custom security roles, providing granular control over user access and permissions within the system. In this article, we'll explore the steps to create custom security roles in Dynamics 365.

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Step 1: Navigate to Security Roles

Begin by accessing the Dynamics 365 environment and navigating to the Settings area. From there, select the 'Security' option and click on 'Security Roles.' This will lead you to the list of existing security roles within the system. - Ax Technical D365

 

Step 2: Create a New Security Role

Click on the 'New' button to initiate the process of creating a new security role. Provide a meaningful name and description for the role, ensuring clarity on its intended purpose and responsibilities. -Microsoft Dynamics 365 Online Training Course

 

Step 3: Define Privileges

Once the basic details are in place, proceed to the 'Business Management' tab. Here, you'll find a comprehensive list of entities, each associated with specific privileges. Carefully review and select the appropriate privileges for the custom security role. This step is crucial in defining what actions users assigned to this role can perform on different entities. -D365 Ax Technical Online Training

 

Step 4: Customize Field-Level Security

For additional control over data access, navigate to the 'Field Security Profiles' tab. Here, you can customize field-level security by specifying which fields within an entity are visible or editable for users with this security role. This feature is particularly useful when dealing with sensitive information that requires restricted access.  -D365 Finance and Operations Online Training

 

Step 5: Assign the Custom Security Role

Once you have defined the privileges and customized field-level security, save the custom security role. To make it effective, assign the role to specific users or teams within your Dynamics 365 environment. This ensures that users inheriting this role will have the designated permissions and access levels. -Microsoft Dynamics AX Technical Training

 

Step 6: Test and Iterate

Before fully deploying the custom security role, it's advisable to conduct thorough testing. Create test users or leverage existing ones to validate that the role provides the intended access and restrictions. If adjustments are needed, revisit the custom security role settings and iterate until the desired level of control is achieved.  -Microsoft Dynamics AX Training

 

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