Assign Purchasing Agent Security Role to Wayne Samuel Jorden for USMF in Dynamics 365 Portal

Assign Purchasing Agent Security Role

Question

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

You need to assign the Purchasing agent security role to Wayne Samuel Jorden for USMF only.

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

Explanations

See explanation below.

-> Navigate to System administration > Security > Assign users to roles -> Select the Purchasing Agent role.

-> Click the Manually assign / exclude users button -> Select the Wayne Samuel Jorden user account and click the Assign to role button.

-> Click the Assign organizations button -> Select the Grant access to specific organizations option -> 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 to perform the required task. However, I can provide you with the general steps to assign a security role to a user in Dynamics 365.

Here are the steps to assign the Purchasing agent security role to Wayne Samuel Jorden for USMF:

  1. Log in to the Dynamics 365 portal using your credentials.

  2. Navigate to the "System Administration" module, and select "Security" from the left-hand menu.

  3. Select "Users" from the list of options.

  4. Locate the user "Wayne Samuel Jorden" and select their name to open their user record.

  5. In the user record, select the "Security roles" tab.

  6. Click the "Add" button to assign a new security role.

  7. In the "Add Security Role" dialog box, select "Purchasing agent" from the list of available security roles.

  8. Click "OK" to assign the security role.

  9. Ensure that the security role is assigned to the correct legal entity, in this case, "USMF."

  10. Click "Save" to save the changes to the user record.

Once you have completed these steps, Wayne Samuel Jorden will have the Purchasing agent security role assigned to him for the USMF legal entity.