Tag: Roles
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Verify Customer Creation Roles in Copilot Studio
The content discusses how to verify if an employee can create customers using Copilot by checking their roles. To do this, users must define necessary roles as a variable and concatenate them. The process involves utilizing the trace recorder in D365 Finance to track role requirements during customer creation. After recording, the security diagnostics provide…
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Configuring Process Hierarchies in D365 Finance
The User Security Governance module simplifies managing security processes, roles, and privileges. It establishes a flexible hierarchy for creating roles based on business needs, optimizing license costs and reducing data fraud risks. Key features include task creation, entry point assignments, and segregation of duties to ensure compliance. System administrators can leverage task recordings and existing…
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UAE: Understanding Roles, Licensing in PPAC: Key Insights
In this post we will cover the subject related to roles, licenses and permissions in relation to the Power Platform Administration Center and D365FO. Roles The most important question to start with is who can create environments in the admin center. By default, everyone in your company can create environments for Low Code scenarios. So,…
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