Extending Microsoft Dynamics 365 for Operations Cookbook

Creating security roles

A role is a collection of duties and privileges. The role is what we associate with a user, which can be done automatically based on the employee's information, such as their position in the company. The security roles should be thought of in terms of the personas that first appeared with Dynamics AX 2012. The change is intended to move the thinking away from creating groups of functionality to design the roles based on how the organization is structured. For example, a Sales manager would be in a Sales manager role, which will have duties assigned. The duties have privileges, which in turn give access to the sales manager in order to perform that role.

In our case, we could consider that they have three roles: vehicle ...