D365 Finance & Operations and Dynamics AX Forum

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?

------------------------------
Jack Ogle
DFW Heavy Duty
Forth Worth TX
------------------------------

Hi,

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

------------------------------
Regards,
Chaitanya Golla
Lead Architect
------------------------------

Original Message:
Sent: Sep 16, 2019 03:37 PM
From: Jack Ogle
Subject: Add security role for viewing of customer AR account only

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?

------------------------------
Jack Ogle
DFW Heavy Duty
Forth Worth TX
------------------------------

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.

------------------------------
Alex Meyer
Director of Dynamics AX/365 for Finance & Operations Development
Fastpath
Des Moines, IA
------------------------------

Original Message:
Sent: Sep 16, 2019 03:37 PM
From: Jack Ogle
Subject: Add security role for viewing of customer AR account only

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?

------------------------------
Jack Ogle
DFW Heavy Duty
Forth Worth TX
------------------------------

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.

------------------------------
Mark Schurmann
Accounting Systems Manager
Automobile Protection Corp
Norcross GA
------------------------------

Original Message:
Sent: Sep 16, 2019 03:37 PM
From: Jack Ogle
Subject: Add security role for viewing of customer AR account only

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?

------------------------------
Jack Ogle
DFW Heavy Duty
Forth Worth TX
------------------------------