Accountant Closing Role Assignment for USMF Legal Entity | Microsoft Dynamics 365 Finance Exam MB-310

Assigning the Accountant Closing Role for USMF Legal Entity to Theresa Jayne | Microsoft Dynamics 365 Finance Exam MB-310

Question

SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)

You need to assign the Accountant closing role for the USMF legal entity to an employee named Theresa Jayne.

To complete this task, sign in to the Dynamics 365 portal.

Explanations

See explanation below.

1

Navigate to System administration > Security > Assign users to roles 2

Select the Accountant Closing' role.

3

Click the Manually assign / exclude users button 4

Select the Theresa Jayne user account and click the Assign to role button.

5

Click the Assign organizations button 6

Select the Grant access to specific organizations option 7

Select the USMF legal entity and click the Grant button.

https://www.dynamics-tips.com/system-administration/security-roles

As an AI language model, I don't have access to the Dynamics 365 portal. However, I can provide you with the general steps to assign the Accountant closing role for a legal entity in Dynamics 365 Finance:

  1. Sign in to Dynamics 365 Finance with your credentials.
  2. Navigate to the "System administration" workspace.
  3. Click on the "Security" tile.
  4. Under the "Security" menu, select "Users."
  5. In the "Users" form, select the employee named Theresa Jayne.
  6. Under the "Security roles" tab, click on the "Add" button.
  7. In the "Add security roles" dialog box, search for the "Accountant closing" role for the USMF legal entity.
  8. Select the role and click on the "Add" button to assign the role to Theresa Jayne.
  9. Save the changes by clicking on the "Save" button.

Once the role has been assigned, Theresa Jayne will have access to the necessary functions and tasks required for the Accountant closing role in the USMF legal entity.