AX – D365FO – Exclude users from a role assignment

The HR department of USMF has requested to remove access for the Accounts receivable clerk role in Finance and Operations apps for an employee who has changed role. Go to System administration > Security > Assign users to roles. In the tree, select Accounts receivable clerk.Select Manually assign / exclude users. In the list, select a user.Select Exclude from role to exclude the selected users from … Continua a leggere AX – D365FO – Exclude users from a role assignment

Ax – D365FO – Assign users to security roles dynamically

The HR department of USMF has requested to dynamically assign users to the Accounting supervisor role based on a criterion defined by HR department. Associate the Accounting supervisor role based on the rule defined by the HR department to the selected employees. Go to System administration > Security > Assign users to roles. In the tree, select Accounting supervisor.Select Add rule to open … Continua a leggere Ax – D365FO – Assign users to security roles dynamically

AX – D365FO – Import users in bulk as a batch job

The HR department of company USMF is hiring new employees for different roles in the next few weeks. The active directory user accounts will be created as part of onboarding process. You must import many users from Azure Active Directory into Finance and Operations apps. Go to System administration > Users > Users. Select Batch import. Expand the Run in the background section.Select Yes in … Continua a leggere AX – D365FO – Import users in bulk as a batch job

AX – D365FO – Create a new user and assign a security role

The HR department of company USMF has requested access to Finance and Operations apps for a new hired employee as an accounts payable clerk. You must create a new user ID for the new hired employee and assign the default the company to USMF and associate the accounts payable clerk role. Go to System administration > Users > Users. Select New. … Continua a leggere AX – D365FO – Create a new user and assign a security role

AX – D365FO – Import a user and assign security role

The HR department of company USMF has requested access to Finance and Operations apps for a new hired employee as an accounts receivable clerk. The active directory user account has already been created as part of onboarding process. You must import a new hired employee and assign the default the company to USMF and associate … Continua a leggere AX – D365FO – Import a user and assign security role