Today, we’ll learn how to grant access to menu items or data sources in order to enable access from Dynamics 365 Finance and Operations (FO).
In this instance, we will use the scenario of granting access to a Costing Sheet and provide a step-by-step guide on how to enable editing access to it.
1. Begin by logging into Dynamics 365 and navigating to the Security Configuration form. You can access this form by following the provided pathway.
System administrator -> Security -> Security configuration.
2. Choose a role from the available list to which you want to grant access.
2. Once you’ve selected the role, expand the duties node to reveal the list of duties assigned to that role.
For instance, if we consider the role “Inventory Accountant Clerk,” and we want to activate the buttons related to the Costing Sheet setup, specifically those within the “Rate” tab, we should choose the duty named “Maintain Cost Master.” This can be seen in the screenshot provided below.
3. After selecting the Duty, proceed to expand the “Privileges” tab on the same form. Here, you will find a list of privileges associated with the chosen duty.
For the present role (“Inventory Accountant Clerk“), it’s important to ensure that the “Maintain cost version per indirect cost type” privilege is selected, following the provided reference.
4. Once we select the privilege we will need to check the list of Menu items(Display, Action) that are included for this Role and confirm if there are all there with full access.
Ex: For this Role, we are missing the action menu item called InventPriceCalcFactorActivation which is responsible for Activate button on Rate(tab).
If there are any missing objects on this form, then we need to add those by clicking add reference button on the form it will be enabled only if the reference is not added or else it will be available as a Remove reference.
5. Once you add the respective reference such as Action, Display Menu item, etc. we will need to provide the access as shown in the screenshot below, we were missing the reference for the action menu item so we added it and will need to mark the Grant option to allow the user to access it.
We were missing another level of reference at the data source level in the display menu item reference section we will need to expand it as shown below.
6. Once we reach the data source Node, we need to click on that and you will see there are only two data sources available, we will need to add another data source which will enable buttons on Rate Tab i.e. CostSheetCalculationFactor so you will add the data source using same method Add reference button and selecting the data source (CostSheetCalculationFactor) and provide access as shown below.
7. After adding these references we will need to publish the changes in Roles, Duties, Menu items etc. by clicking the Unpublished Objects buttons as shown below.
Select the Object types and click on the Publish Selection then it will be available for the respective roles/Users.
