You can explore the security configuration for any page in Dynamics 365 for Finance and Operations. You can use this, for example, to see if you can lower the license type for a user to reduce license cost.

Each page can have several securable objects. For a selected securable object of a page, you can explore the related references. For example, if the selected object is of type 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 for any page. In this procedure, it is opened from the Sales order processing and inquiry workspace.


Standard procedure

1. Click Sales order processing and inquiry.
2. On the Action Pane, click Options.
3. Click Security diagnostics.
4. In the list, find and select the desired record.
5. Click Explore and review the related references for the selected securable object.
 

Note: The selected securable object is shown as pinned.

6. You can show more information in the panes of the Security explorer. For example, the License type.
  Click Advanced view.

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