1. To-Increase Dynamics 365 for Finance & Operations
  2. Security and compliance studio
  3. Activities

Explore security configuration in Security and compliance studio
Application task

You can, for each level in the security configuration, explore the related references. You can use this, for example, to see if you can lower the license type for a user to reduce license cost.

For example, for a pinned duty, you can explore:
  • The related roles.
  • The users that are assigned to these roles.
  • The related privileges.
  • The entry points of these privileges.
For the pinned level, the references with the highest user license type are highlighted. You can set the highlight color in the Security and compliance studio parameters.

The license type of each reference is indicated with a colored dot:
  • Red dot - Operations
  • Orange dot - Activity users
  • Gray dot - None
  • No dot - Team members
You can open the Security explorer from several places in the Security and compliance studio:
  • License optimization workspace: Security explorer tile, All users tab, Full users tab, Activity users tab, and Team members tab
  • Security management workspace: Security explorer tile, Roles tab, and Users tab.
  • Security audit workspace: Security explorer tile, Role history tab, and User history tab
In this procedure, it is opened from the License optimization workspace, Security explorer tile. 


Standard procedure

1. Click License optimization.
2. Click Security explorer.
3. In the Duties pane explore the available duties.
4. In the list, find and select the desired record.
5. Click Pin duty.
6. In the Roles pane, explore the roles that are related to the pinned duty.
7. In the list, find and select the desired record.
8. In the Users pane, explore the users that are assigned to the selected role.
9. In the Privileges pane, explore the privileges that are part of the pinned duty.
10. In the list, find and select the desired record.
11. In the Entry points pane, explore the entry points that are part of the selected privilege. These entry point types are included: - DataEntity - Menu item action - Menu item display - Menu item output - Source operation - Table
12. You can undo the pinning and selections.
  Click Reset pins.
13. You can show more information in the panes of the Security explorer. For example, the License type.
  Click Advanced view.
14. Close the page.
Related to Notes

Explore security configuration

 		 

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