Report with Security Roles, Users Assigned Duties, Privileges and the Required Tables

Report with Security Roles, Users Assigned Duties, Privileges and the Required Tables

Often in many Dynamics 365 for Finance and Operations implementation projects, there is a question that system administrators usually come up with a question asking about the list of reports for Security Roles, the assigned users, the privileges and duties assigned to those users and the back end tables that are secured through those roles (ideally a report or an Excel extract etc.).

Dynamics 365 for Finance and Operations Security Role reports:

In Dynamics 365 for Finance and Operations, there are some standard reports available through which we can get the list of security roles, the relevant users assigned to those security roles and the duties and privileges associated with those security roles. In addition to this, there are some other reports, too, that highlight the list of tables that are associated with those security roles. In the inquiries section under the System Administration module, there is a section called Security roles.

System Administration -> Inquiries -> Security

Reports List:

1.  User role assignments (Gives us the list of users and the relevant roles assigned to that user).

2.  Role to user assignment (This gives the list of roles and the users assigned to those roles)

3.   Security duty assignments (Gives the list of duties assigned to a security role):

In addition to this, there are some Excel extracts of the reports mentioned above and a few other security roles that I have uploaded to GitHub. Feel free to refer to the repository.

There is a System administration repository that you can apply to for these reports.
https://github.com/nav21n/d365finops

References:
Dynamics 365 for Finance and Operations System Administration Home page
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/system-administration-home-page

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Navneeth Nagrajan is a Technical Consultant at Avanade Australia focusing on implementation, pre-sales and support of Microsoft Dynamics 365 for Operations/ Microsoft Dynamics Ax ERP. Before Avanade, Navneeth worked as a Solutions Consultant at LM WindPower focusing on implementation and support of Microsoft Dynamics Ax Enterprise Resource Planning solution. Prior to LM WindPower, he worked as a Lead Consultant for ITC Infotech India Limited focusing on Enterprise Solutions like Microsoft Dynamics AX & Microsoft Dynamics CRM. He has worked for Microsoft as a Partner Technical Consultant. His primary focus area is Microsoft Dynamics AX and he specializes on Trade & Logistics, CRM, Service Management and Project Management functionalities. His secondary focus area is Microsoft Dynamics CRM and he specializes on Sales Management, Marketing Management and Service Management sections. He has successfully assisted more than 100 Microsoft partners and customers. At Microsoft, He has successfully written and published papers on '​'​ Needs for Microsoft Dynamics CRM in the Education Sector''. Prior to Microsoft, he has worked as a Functional Consultant and has implemented Microsoft Dynamics AX in the Manufacturing and Services Segment. He has also worked as a Business Development Executive implementing Document Management Systems for Security Broking and Manufacturing Organizations.