Appendix E: Security Role Assignment, Implementation Concerns, and Customization Licensing Security role assignment Provide users with access to Dynamics 365 functionality by assigning each user one or more security roles. Commerce, Finance, Human Resources, Project Operations, and Supply Chain Management security roles combine meaningful packages of functionality and access rights required to perform actions relevant to each role. Assigning a security role to a user provides access to functionality.
To make it easier to understand the licenses required, each Commerce, Finance, Human Resources, Project Operations, and Supply Chain Management security role has a predetermined user type. By assigning security roles to users, you can identify what user license those users require. For example, in a manufacturing organization, the accountants and field service technicians require different use rights. By assigning those user groups to the appropriate security role, you can ensure they get the functionality they need and determine the user license type that is required. Notes: • You can assign multiple security roles to one user. In that case, the highest user license type required will cover all the user’s needed rights. Full user licensing is the highest type. •
You can also configure or customize security roles. This may impact the license required for the new or modified roles. Please refer to Customization/Licensing Requirements for more information about how such customization can impact licensing requirements.
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Financial reporting functionality is included in select Dynamics 365 products. To get use rights for this functionality, financial report designers need a Finance user license, and financial report viewers need a Team Members license.
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Admin rights apply across Commerce, Finance, and Supply Chain Management. For example, if you have a Finance license, you have admin rights not only for Finance but also Supply Chain Management and Commerce.
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Operations – Activity and Team Members use rights are included in full user licenses, and those rights apply across products. For instance, a Finance user has Operations – Activity level access to Commerce and Supply Chain Management, as well as Team Members access to those workloads and to Customer Service, Field Service, Project Operations, and Sales.
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Human Resources Self Service use rights are included in the Team Members and full user licenses. Those use rights apply across Commerce, Customer Service, Field Service, Finance, Human Resources, Supply Chain Management, and Sales.
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