Dynamics 365 Security Architecture & Configuration | Roles, Duties, Privileges

This course provides an overview of security architecture and security configuration in Dynamics 365 Finance & Operations, including roles, duties, privileges, permissions, and securable objects .

SKU: 19001

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$29.95

Sneak peek inside!

Course Length: 00 Hours 20 Minutes 57 Seconds
The paid version of this course contains videos for the following:

Overview

This course introduces the security architecture of Dynamics 365 Finance & Operations. You’ll learn how role‑based security works, how duties and privileges relate to business processes, how permissions control access to securable objects, and how to use the Security Configuration workspace to maintain security elements.

Security Architecture Overview

Authentication (Microsoft Entra ID)
Authorization (role‑based security)
Data security (table/field/row restrictions)
Auditing user logins (sign‑in tracking)

Role‑Based Security Model

Roles → Duties → Privileges → Permissions
How roles grant access to business processes
How duties represent process segments
How privileges represent tasks
How permissions control securable objects (menu items, buttons, fields)

Security Configuration Workspace

Maintain duties
Maintain privileges
Maintain permissions
Assign roles
Duplicate standard roles (Microsoft best practice)

Outcome

By the end of this course, learners will understand the D365 security architecture, how roles/duties/privileges work, and how to configure security using the Security Configuration workspace.