What should you do?

HOTSPOT

You are a Dynamics 365 Finance developer. You create a form.

You must ensure that only sales managers can view the form.

You need to set up security for the form.

What should you do? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

View Answer

Answer:

Explanation:

Step 1: Add the form object to the entry point node of a new privilege.

Your desired security privilege you can either directly set form control permissions or Entry Points. For the Entry point method you need first need to add new entry point and set its object type and object name properties or for existing ones select desired entry point and click on drop down arrow and on controls right click and select new control, and now set its grant and name properties to desired control and its access rights.

Step 2: Add the privilege to a new duty

You need to assign this privilege in desired security role and security duty.

Step 3: Add the duty to the security role for sales managers.

Reference: https://www.cloudfronts.com/set-form-control-access-via-security-role-in-d365-finance/