How to create a custom security role in Dynamics 365 Finance and Operations?

Step 3: Assign duties to the role

1. 1. In the Role Details page, go to the Duties tab.

1. 1. Click Add to assign duties to the role.

1. 1. Search and select the duties that align with the role’s responsibilities (e.g., " Maintain sales orders using data services " or " View customer payment schedules ").

1. 1. Click OK to add the duties to the role.

Step 4: Assign privileges (Optional)

1. 1. If needed, go to the Privileges tab in the Role Details page.

1. 1. Click Add to assign specific privileges directly to the role.

1. 1. Search and select the required privileges (e.g., "View Sales Orders" or "Edit Customer Records").

1. 1. Click OK to add the privileges.

1. 1. Publish the security role.

Step 5: Assign the role to users

1. 1. Go to Modules → System Administration → Users.

1. 1. Select the user(s) you want to assign the role to.

1. 1. In the User Details page, go to the Assign Roles section.

1. 1. Click Assign Roles and select the newly created role (e.g., "Sales Manager").

1. 1. Click OK to assign the role to the user.

Conclusion

Microsoft Dynamics 365’s role-based security model provides a flexible and scalable way to manage user access and permissions. By understanding the relationship between roles, duties, and privileges, you can design a security framework that ensures data security, compliance, and operational efficiency. We hope this guide provides you with the insights needed to successfully create a custom role in Dynamics 365. Looking to implement or optimize security in your Microsoft Dynamics 365 environment? Contact us today at marketing@confiz.com to learn how we can help you design and configure roles, duties, and privileges tailored to your organization’s needs. Let’s secure your D365 system together!