Standard role definition in Microsoft Dynamics 365 gives users two options. Either to create roles based on task recordings and assign them manually or use standard roles combination and add/ remove privileges when need be. Both approaches are not only highly ineffective but also very time-consuming. They might also not necessarily be 100% accurate with regards to licensing Dynamics 365 security roles.
Security Setup enables you to convert real business processes into Duties/ Roles. Through recording those processes with Executive Automats, your business users can generate up to 90% of necessary Dynamics 365 security roles (permissions).
Security Setup is a tool that addresses security role creation. The aim of the tool is to optimize and facilitate the role creation process across the organization and business areas in which Microsoft Dynamics 365 FSCM is used on a daily basis. It gives you custom Security Setup for each role (each business user and their position) within the organization.
With Security Setup, you can easily extract business process, record them, convertthem into specific roles and assign them to each business user.
For those who already use Executive Automats, you can use either the task recordings ortest scripts from the existing database. Use Security Setup as a highlyefficient and cost-saving by-product for enhancing your business processes.
Extract processes and record them with Task REcorder or via Executive Automats
Build roles with SSW per each position or add onto existing duties
Assign the roles and check security compliance with automated security suite or manually
Rework the roles with more objects in case tests detect gaps
With Security Setup, you are saving time browsing the visual studio and searching the system to understand what you need to create and publish a specific role. You see the required actions and the whole context necessary for a confirmation.
If you want to understand even broader context and all entry point embedded on the confirmation page, you can also view permissions for each duty/ role and add selected entry points onto the created process.
You can also use Security Setup as support for the most recent licensing model from Microsoft. Re-modify and extend the existing Security Setup to change or amend your current Dynamics 365 security roles.
Within Microsoft Dynamics 365 Finance or SCM, you can extract reports regarding license roles, however they are quite basic, don’t give precise information and are therefore not 100% reliable. Therefore, licensing has become quite challenging to estimate.
In Security Setup both the Dynamics 365 security roles creation as well as reporting and analytics is a piece of cake. You can use Security Analysis, Security Licenses or Security Category (a role aggregation function). The Licensing Summary will show you detailed analytics and reports regarding your current business users, their position details and licensing costs.