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Add security role for viewing of customer AR account only

  • 1.  Add security role for viewing of customer AR account only

    SILVER CONTRIBUTOR
    Posted Sep 16, 2019 03:38 PM
    What all would I need to add to a role in order to give a user limited access to only view the Accounts receivable > Customer > All customers module?

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    Jack Ogle
    DFW Heavy Duty
    Forth Worth TX
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Add security role for viewing of customer AR account only

    GOLD CONTRIBUTOR
    Posted Sep 16, 2019 11:08 PM
    Hi,

    Please add the SecurityPrivilege "CustTableView" to your required role to provide view access to form "CustTableListPage".

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    Regards,
    Chaitanya Golla
    Lead Architect
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Add security role for viewing of customer AR account only

    MICROSOFT MVP
    Posted Sep 17, 2019 09:14 AM
    Jack,

    You can either use an out of the box role that has Read permission to the CustTableListPage menu item, or you can create new security that only has that privilege.

    The easiest way to find out what security you need to assign is to use task recordings of someone performing the process and then analyzing them for the security elements used. I have a blog post on how to do this: https://alexdmeyer.com/2018/10/24/obtain-menu-items-from-dynamics-ax-2012-and-dynamics-365fo-task-recordings/

    Feel free to reach out with any questions.

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    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Add security role for viewing of customer AR account only

    TOP CONTRIBUTOR
    Posted Sep 18, 2019 08:05 AM
    This is not scientific, but if you browse the duties and privileges and filter by the words "inquire", "view", "review", you can pretty easily identify the items to include in a new role.  I notice that there is a duty called "Review Customer Master" which may be all you are looking for.

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    Mark Schurmann
    Accounting Systems Manager
    Automobile Protection Corp
    Norcross GA
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    Academy - Online Interactive Learning from Experts


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