Dynamics AX 365 : Create Role, Duties and Privilege From UI

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Dynamics 365 comes with lot of new features. One feature i like is the user now able to create new roles, duties and privilege directly from user interface. It does not mean you will not be able create them from AOT, you can create them from AOT as well. This feature is necessary if you using online version of Dynamics 365 because user does not have direct access of production AOT and every change required code promotion which is time consuming.


Navigate to System Administrator -> Security -> Security Configuration



 First create Privilege



 I am creating Privilege for my custom report so i am selecting Output menu items then click on Add reference, new dialog will be opened select your menu item and set permission and click ok.



 Repeat same steps for Duties and Roles that is to create or select existing duty/role click Add Reference to select Privilege for Duty or Duty for Role. When you are done with creating your custom role you have to Publish your Privileges, Duties and Roles. Navigate to last tab Unpublished objects and publish your changes.

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