If you're looking to compare your custom security role to the OOB Basic User role, you can use the XRMToolBox: DotCy Toolbox Security Role Compare Tool or the Role Comparator. These work pretty well. My only issue with these is that you can't export a report but other than that, I think it will...
Thanks for looking into this, Jeff! We also use custom Security Roles for all our users; I wanted to see what are the permissions granted to the Basic User because there may be new permissions I'll need to add to our existing roles. We don't have resources to spin up a test box so I can't see...
I spent a little google time and couldn't come up with one either. I know the settings can change quite a bit even between minor releases and service packs, so your best bet may be just to spin up a new instance on a test box with the exact build you're interested in. We are in the on line...
Where can I get the list of predefined security roles for 9.0 Customer Engagement on-prem? #CustomerEngagement #Security #Admin -- Allison Briden Business Systems Analyst Energy Trust of Oregon Portland OR --
Bumped. Hoping someone may be able to assist with this conundrum. -- Martin Fletcher Engineer Ordnance Survey Southampton --
Hi. We're on D365 Online CE v9x unified interface. I'm trying to create a security role to allow some users to use Export to Excel > Open in Excel Online to make changes to records and save them. I've assigned all the permissions that appear to be required, but when attempting to save...
#Finance #Admin #Functional #FinanceandOperations Does any of you have some best practices regarding GL-revaluation of opening transactions? The GL-revaluation considers all unsettled transactions, opening transactions included. And that will give a wrong balance amount in accounting...
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