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Video tutorial

Security Roles and Segregation of Duties in D365

Learn the D365 F&O security model: roles, duties, privileges, permissions, and how segregation of duties rules prevent conflicting access.

Free

Free 2-minute video lesson. Learn the D365 F&O security model: roles, duties, privileges, permissions, and how segregation of duties rules prevent conflicting access. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

This silent slide video explains role-based security in Dynamics 365 finance and operations apps. You will see the hierarchy of roles, duties, privileges, and permissions, how users get roles by legal entity, how to design roles without overprivileging, how segregation of duties rules detect and log conflicts, and how to review access with built-in reports. It ends with a practical role design method and an access review checklist for auditors and security leads.

What you'll learn

  • The principle
  • The security hierarchy
  • How access is granted
  • Design approach
  • Segregation of duties
  • Set up segregation of duties
  • Typical conflicts
  • Tools that help
  • Access review checklist
  • Key takeaway

Who it's for

Functional consultants, business analysts, key users and project leads working on Microsoft Dynamics 365 Finance & Operations, plus anyone moving into D365 from another ERP.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.