Easily Create a Read Only Role in D365FO

I have gotten the question of creating a ‘read only’ or ‘view only’ role many times in the past so I thought I would show the process of how I created one.

There are many reasons that a read only role would be needed:

• Executive/Upper Management users who need access to view information but should not be able to transact in the system
• Internal/External audit users who need to validate reports…

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Easily Create a Read Only Role in D365FO – Alex Meyer

There are many scenarios when modifying security within D365FO should be straight forward but isn’t, one of those is around creating a ‘read only’ role.

Blog Syndicated with Alex’s Permission