security role in D365 FO & Forms

Part: 1 Create security role in D365

In D365 Finance and Operations when you need to provide and restrict users from a certain operation you can make use of security roles. You can create security roles from Finance and operations environment itself or from its development tool i.e Visual Studio. In this blog, we are going to create a security role in Visual Studio as follows.

 

1. Create privilege 
    
   First of all we need to create privilege as follows
   
   now we need to add new entry point and set  object type in our case display menu item from properties
   
   Now add object name(display menu item  name) as follows
    
2. create role
    
   Now we need to create role where above created privilege will be needed create new security role  as follows
   
   now we need to add new privilege in role as shown
   

   And from properties select privilege which we have created in previous step
3. Create Duty
    
   Now we have to create new duty and assign previously created privilege in its properties as shown
   
4. Now we can see security role in FnO environment
   select any user from system administration>>users and click on assign role as follows
   
   and now search for priviously created role and click on Ok button
   
   now your security role is assigned to user with our role will be able to see the object like form, report etc except user with system administrator.

 PART 2 : Assigning to FORMS

In some of the cases instead of providing security to whole form we need it for particular form control.So this blog will help you with providing access to form control via security roles.If you want to know more about security roles you can use my previous blog .

1. First of all we need form control where we need to set some of the properties as follows. In our case we are using laid off button as shownNow select the button and press F4 for its properties and set needed permision to manual as follows
2. Now in your desired security privilege you can either directly set form control permissions or Entry Points.For form control permission method right click on form control permission and select new form and after that set name property to your desired form (Hcmworker in our case) as follows
   

   Now right click on your form and select New control option as follows and set control name and permission for it as follows

   

   For Entry point method you need first need to add new entry point and set its object type and object name properties or for existing ones select desired entry point and click on drop down arrow and on controls right click and select new control.And now set its grant and name properties to desired control and its access rights

   
3. After this you need to assign this privilege in desired security role and security duty as previously discussed in security role blog