User Security with Task Recordings in Dynamics 365 for Finance and Operations

Posted on: November 14, 2017 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Kelly Neely

Setting up user security is always a big task in any implementation.  It is very common that the default security roles do not fit every user and the tasks that they need to perform.  Now with Dynamics 365 for Finance and Operations, you can take a task recording of the duties the user needs to perform and analyze them to determine the role, duties or privileges that need to be assigned for the proper security.

The first step is to create a task recording of the duty that the user is needing access to.  Go to the settings icon at the top right of the Home page and select Task recorder.  Walk through the steps create a new recording and save it.

Once the recording is created and saved, you are ready to analyze it for security.  Go to System Administration> Security> Security diagnostics for task recordings

 

 

Choose where to open the task recording from and Browse to find the file.

 

Once the task recording is loaded, it will open the Security menu item details screen.  This will detail all items that are found in the task recording.  You can then choose different User IDs to check if the person has security to this task.  The Missing permissions column will populate with “Yes” if the person is missing the necessary security to access that screen.  You can then use this information to assign the appropriate security for this User.

 

For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817. 

All the best!
Logan Consulting
www.loganconsulting.com



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