Dynamics 365 Articles

Security Diagnostic using Task Guides

Task Guides, the awesome new feature introduced by Microsoft in AX7/Dynamics 365 for Operations/Dynamics 365 for Finance and Operations Enterprise Edition (any more names that won’t fit on labels…. 😉). Now those who have had a chance to play with D365 for Ops will now that they really are a great familarisation, training and troubleshooting feature- guiding the targeted user through the application applicable to the business process they are involved with.


I have noticed that many consultants are not aware of another amazing feature of them- which is analysing Security requirements. Say you are testing a new piece of customisation functionality out and you’re curious throughout the process what particular security role/duties/privileges are needed for the user to carry out the particular process you testing? Or your supporting an application and you cannot find a the exact security role/duties/privileges to supply to a user in need – well it’s all okay as Task Guides have your back!

Step one create a Task Guide via the Task Recording functionality – then either save this to the BPM library or to your computer/network repository, once this has been achieved then you are ready to have the answer to all your security questions – winner!

Navigate to the System Administration module Security>Security Diagnostics for task recordings (whatttt I’ve never seen that button before…):

It will then prompt you to select either a Task Guide from the LCS BPM Library or from your computer/network repository. I’ve chosen in this example a Task Guide that displays the process of entering a Time Sheet from the Employee Self-Service Portal. Once the Task Guide has been uploaded you’ll be presented by a ‘Security Menu Item Details’ screen and it’ll display all the menu items your chosen business process runs through.

The next step is to select the User who you are troubleshooting the security issue for or if it’s to find out the Security aspects needed for an implementation etc. then choose a user ID that has no permissions as this will highlight all the security items needed – you’ll see under the ‘missing permissions’ column if the selected user is missing permissions. If it does state ‘Yes’ then select “Add Reference” this will open up a pane showing the Roles, Duties and Privileges that contain the permissions that user needs for that particular menu item- and you can then select “Add roles to user” (or view the object identifiers if you are really keen!):

All-in-all a powerful, useful and great tool to any good consultants tool box!



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