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Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook

You're reading from   Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook Create and extend secure and scalable ERP solutions to improve business processes

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838643812
Length 534 pages
Edition 2nd Edition
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Author (1):
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Simon Buxton Simon Buxton
Author Profile Icon Simon Buxton
Simon Buxton
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Table of Contents (17) Chapters Close

Preface 1. Starting a New Project 2. Data Structures FREE CHAPTER 3. Creating the User Interface 4. Working with Form Logic and Frameworks 5. Application Extensibility 6. Writing for Extensibility 7. Advanced Data Handling 8. Business Events 9. Security 10. Data Management, OData, and Office 11. Consuming and Exposing Services 12. Unit Testing 13. Automated Build Management 14. Workflow Development 15. State Machines 16. Other Books You May Enjoy

Creating security roles

A role is a collection of duties and privileges. The role is what we associate with a user, which can be done automatically based on the employee's information, such as their position in the company. Security roles should be thought of in terms of the personas that first appeared with Dynamics AX 2012. This change intends to move the thinking away from creating groups of functionality to designing the roles based on how the organization is structured. For example, a sales manager would be in a sales manager role, which will have duties assigned to it. The duties have privileges, which in turn give access to the sales manager in order to perform that role.

In our case, we could consider that they have three roles: vehicle management supervisor, vehicle service supervisor, and vehicle service entry clerk. When defining these roles, we do so by defining...

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