Hello! We are working on a new D365 F&O Implementation. We are on a 30 year old legacy system and the D365 roles are going to need some configuration. How do I even begin to determine what roles our users can use out of the box and what will need a custom role? What are the best practices? Should I mix and match out of the box and custom? If a person is setup with two roles, can the roles conflict? Do the roles compound like they do in D365 for Sales (CRM/CE) or do they go to the most restrictive?
Hey! The best approach is to create a matrix of the roles that come out of the box each running along side a business task (within each stream e.g. AP = Vendor creation, Raise POs etc.), then add any customisations into the correct streams and map them under the correct roles (whether it’s appended OOTB roles or new ones you have created), then map the organisational roles on top of this. From here you can identify deltas.
It is quite hard to write this down so feel free to reach out and we could have a phone call.