Dynamics 365 for Finance and Operations Report with Security Roles, Users Assigned Duties, Privileges and the Required Tables November 19, 2018870 views0 Share By Navneeth Nagrajan Share 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 Disclaimer: The Questions and Answers provided on https://www.gigxp.com are for general information purposes only. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Share What's your reaction? Excited 0 Happy 0 In Love 0 Not Sure 0 Silly 0 Navneeth NagrajanNavneeth Nagrajan is a Technology Specialist at Deloitte Australia focussing on design, development, integration, and implementation of the Microsoft Power Platform (primarily PowerBI, Common Data Service and Flow) and Dynamics 365 for Finance and Operations ERP. Other areas of focus include Azure DevOps, Github (related to Dynamics 365 for Finance and Operations deployments), and Dynamics Lifecycle Services. Profile: Twitter: http://www.twitter.com/nav21n LinkedIn: https://www.linkedin.com/in/navneeth-nagrajan-94a9aa5/ Twitter
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