1st post, and hope it’s the right area…
Hi, realy basic question, as I try to grasp how D365 F&O works.
I’ve been reviewing some training on security, but it’s just not clear to me how to do the following.
I wanted to see if I could create my own role, then a duty, then see if I could assign privileges such that a user could see All of the
customers in the A/R module.(picked that module at random, just for testing)
What I’ve done so far:
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Created a role
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Assigned a new duty to above role(using “Create new and add reference”)
-
Created a new priv, using “Create new and reference”
Now, I click the new priv, and I can see under “References”, “Action menu items”, “Display menu items”, etc etc
From here, I’m lost as to how I associate a priv with my A/R customer list?
Any help/direction is greatly appreciated!
Cheers,
Rich