🔐Security configuration
Configuring access to Dynamics Mobile extension in Microsoft Dynamics 365 FO
Overview
Dynamics Mobile provides different levels of access to the Microsoft Dynamics 365 FO extension. Each level corresponds to a separate function/role in the system.
Every Microsoft Dynamics 365 FO user , who needs to access certain areas of the Dynamics Mobile extension, must have a certain set of roles assigned.
These include 2 types of roles
Microsoft Dynamics 365 FO standard roles like Accounts receivables manager for example
Dynamics Mobile Add-on roles ( explained in the next section)
Dynamics Mobile roles
There are three separate levels/roles provided by the Microsoft Dynamics Mobile extension. They only appear in Microsoft Dynamics 365 FO once the Dynamics Mobile extension is deployed on the tenant. Each role provides access to certain areas of the Dynamics Mobile extension Microsoft Dynamics 365 FO.
Dynamics Mobile Administrator gives full permissions to all areas of Dynamics Mobile extension including initial setup, settings and mobile device configuration and regular daily usage.
Dynamics Mobile Operator gives limited permissions to Dynamics Mobile extension. These permissions are sufficient for supporting and monitoring daily activities of the mobile devices including configuration and settings read-only access. This role does not grant permissions for changing Dynamics Mobile extension configuration. This is the role to provide as a minimum to the operators, supervisors and managers who will work with the dynamics Mobile extension on a daily basis.
Dynamics Mobile API gives limited permissions to Dynamics Mobile extension. These permissions grant access to Dynamics Mobile OData entities used for data exchange and interoperability with Dynamics Mobile Portal. This role needs to be granted to the user used for authentication in the Dynamics Mobile Agent connection properties. This role has no effect in Microsoft Dynamics 365 FO client (UI).
Setup security
Prerequisites
You need to have the Dynamics Mobile extension installed in your Microsoft Dynamics 365 Finance and Operations environment.
You need to decide the Dynamics Mobile extension role to assign to the user (Dynamics Mobile Operator as a minimum)
You need to consider assigning standard roles from Microsoft Dynamics 365 FO to allow access to other functional areas like:
Inventory management/Journal Entries/Transfer Journals
Inventory management/Journal Entries/Item counting/Counting
Inventory management/Inbound Orders/Transfer order
Inventory management/Outbound Orders/Transfer order
Accounts Receivable/Payments/Customer Payment Journals
Warehouse management/Inquiries and reports/Physical on-hand inventory
Accounts Receivable/Customers/All Customers
Accounts Receivable/Orders/All sales orders
Accounts Receivable/Inquiries and reports/Invoices/Invoice Journal
Assign roles to users
For assigning roles to users you need to do the following:
1. Navigate to Users page and select desired user
2. Assign desired role to selected user
Standard security roles
Dynamics Mobile security roles does not include/provide permissions for standard areas of Microsoft Dynamics 365 FO. However, the users which administer Dynamics Mobile solution require permissions for some standard features too:
Batch job manager - this security role is required for configuration and maintenance of the data processing batch jobs in Microsoft Dynamics 365 FO. These batch jobs are integral part of the solution.
Synchronize security roles
In case of an update of Dynamics Mobile extension for Microsoft Dynamics 365 FO which includes security roles update a synchronization of the security roles is needed in order to apply security roles changes.
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