Dynamics 365 Finance Form Access: Roles, Duties, and Privileges

Identifying Access to a Given Form in Dynamics 365 Finance

Question

You are a Dynamics 365 Finance security administrator.

Users are reporting that they cannot access a given form in the system.

You need to quickly identify what roles, duties, and privileges grant access to this form to determine the best course of action for granting access.

What should you use?

Answers

Explanations

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A. B. C. D. E.

D.

As a Dynamics 365 Finance security administrator, when users report that they cannot access a given form in the system, you need to identify what roles, duties, and privileges grant access to this form to determine the best course of action for granting access. To do this, you can use the Security role access report (option B).

The Security role access report provides a list of security roles that are assigned to the users who have access to a given form. This report also shows the duties and privileges that are associated with each security role. With this report, you can quickly identify the roles, duties, and privileges that grant access to the form.

The Security duty assignments report (option A) shows the duties that are assigned to security roles, but it does not show which roles are assigned to users who have access to a specific form. Therefore, this report may not be as helpful in identifying the access issue for the specific form.

The Security development tool (option C) is used to create, modify, and manage security elements in the system. It is not used to identify access issues.

The Security diagnostics (option D) is a tool used to diagnose security-related issues in the system. It can be used to identify issues such as missing privileges, missing duties, and missing roles. However, it may not be as helpful in quickly identifying the roles, duties, and privileges that grant access to a specific form.

Maintenance mode (option E) is a mode used to perform maintenance tasks on the system. It is not used to identify access issues.

In summary, the best option to use in this scenario is the Security role access report (option B) as it provides the necessary information to identify the roles, duties, and privileges that grant access to the specific form.