Security is always something that you have to plan well into your implementation cycle. While there are a lot of standard roles our of the box with Dynamics AX. Organization and work structure varies company to company and so you will need to review the roles to suit your needs. One thing you might need to look at is the field level access. This video gives a quick walk through of modifying a role to override field level access.
Cheers
Lachlan
Hi Lachlan – I really like your blog! It’s a great source for learning new functionality – I get a quick intro from your blog, then I do some more digging and tailor to what I’m looking for. I am now doing this for the Override permission button in security (roles form). Can’t find good documentation on how it works. I’ve configured/applied it but it doesn’t seem to take effect. Wondering if it’s possible to put this on your list of future topics? I’m working with R2 CU7
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Hi Aaron
I can do some follow-up notes. Just wondering what area of the application are you trying to apply this to ?
Cheers
Lachlan
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Was trying to apply this to override standard permissions on the Duty called Maintain customer invoice transactions. Seems that Duty does not include the ability to edit the Due date of a posted customer invoice. I would like users who possess this duty (via a role like Accounts receivable clerk). If this is the wrong application of this functionality, just a general “here’s how it works” would be awesome, then I can do more research. Thanks!!
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