Ola. Preciso criar perfil de 700 usuários com privilégios e acessos em compras,outros em contas a pagar. Tem alguma forma de fazer isso via importação?
Hi, please note that this is an English-speaking forum.
Let me translate your message (with computer translator):
Hello. I need to create profiles for 700 users with privileges and access to purchases and accounts payable. Is there any way to do this via import?
Are you talking about F&O or AX? If AX, which version? Next time, you can attach a tag with the version.
The question you had asked is in your native language may be but you know its a english forum i have one request for you to please convert your question into English so more people can understand and answer your question.
Hello. I need to create profiles for 700 users with privileges and access to purchases and accounts payable. Is there any way to do this via import?
Dynamics F&O.
Do you mean that you want to import 700 users from Entra and assign them a particular role (the same for all)?
I’m not very familiar with F&O yet, but I need to assign roles, cost centers, and legal entities to around 700 users.
We imported the users from Azure AD, however we are still doing these assignments manually in F&O.
Is there an automated way to handle this?
Yes, this can be automated. Manually assigning roles and access for 700 users is not practical, and most companies avoid doing it that way.
After users are imported from Azure AD, roles, legal entities, and cost centers can be assigned in bulk using standard import options in D365 F&O. This is usually done through data entities or simple bulk scripts instead of manual UI work.
In one of our projects for a client in Canada, we handled a similar setup for AP/AR automation, invoice capture, and invoice approvals. Bulk user setup helped save time and reduce errors.
Typical approach:
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Import users from Azure AD
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Assign security roles in bulk
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Assign legal entities and cost centers in bulk
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Use workflows so many users don’t need heavy access
If helpful, we can review your setup and suggest the simplest way forward. Happy to jump on a quick call
OK, so you already have the users.
Hardik is right when saying that the data can be import, but the reply lacks details. Let’s talk about how it can be imported and some alternatives.
First of all, the roles. You can use Data management workspace to import role assignments; the entity is called SystemSecurityUserRoleAssociationEntity. But maybe you should rather use Automatic role assignment. With this knowledge, you can find more information about both approaches on internet.
You might mean several different things when talking about a legal entity. If it’s about Company field in User options, you can use SystemUserEntity to change the data in bulk. For example, you export the list of users to Excel, modify this field’s value and import the file back.
But you might also means company-specific role assignment, employment in a specific company or even something else.
Thanks for the clarification, and appreciate you adding the extra details ![]()
Yes, that’s correct. Since the users already exist, security roles can be assigned in bulk using Data Management with the SystemSecurityUserRoleAssociationEntity. That approach works well when you want more control over role assignments.
Automatic role assignment is also a good alternative, especially when roles can be assigned based on rules. It helps reduce manual effort in the long run.
For the other areas:
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Legal entity access can also be handled via bulk import
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Cost centers are usually driven through worker or position setup rather than directly by the user
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Using workflows and light-access options helps limit the number of users who need full ERP access
So overall, there are a few standard ways to do this, and the right choice depends on how much automation and control is needed. Thanks again for sharing. This will definitely help others as well.
Thank you, although I find these AI-generated replies too vague to be actually useful.
If whatever knowledge i have and with the help of AI, together it can be helpful for someone. I’m always on for it.
The problem isn’t the use of AI, but the lack of useful information. Please try to provide something more useful. The first reply said it can be done, but not how, and the second one mainly repeated what was said before. If you have the knowledge, make sure you include it in your replies. Put it into the prompts for AI, or edit the response to include what AI forgot to say.
I appreciate your response. Thanks
Regarding the cost center, I guess you mean the financial dimension on an employment. Is it so?