Microsoft Dynamics 365
I agree, special roles with very limited access to the system should only use role center shortcut.
Through Profiles we can disable: Personalization, Explore
Through permission we can disable: Change role / company
No way to hide all pages/reports with ease
My Suggestion is disable ALT+Q in profiles or let disable "Tell me" page with permission sets
i need read-only access because there are many reports with some gobal variables use to filter dataitem. i.e. report 594 "Get Item Ledger Entries". In my case i need to add a filter on "posting date" on "VAT Entry" dataitem, like "Operation Occurred Date". I can't see StartDate and EndDate and it's a problem... i used this "escamotage":
dtfilters := GetFilter("Operation Occurred Date")
But i think this is not a good practice because some global variables it's not used by filter so you cannot get values to use in report estenxions.
any update regarding above idea ?
This is something we've been having to put into all and every client solution that needs to work with lots and/or serial numbers
The D365 Retail module offers a flexible suite of promotions which are a competitive advantage in specific business scenarios for B2B companies. The business model of those companies incorporates a credit check in sales orders as their customers have credit limits assigned. Removing the possibility of automatically triggering a credit control increases their financial risk significantly. On top of that, this technical modification introduced in version 10.0.21 stops the automatic flow of an order raised via electronic means (EDI, e-commerce) as now orders will be queued for a person to trigger the credit check workflow manually.
This idea will help solve the credit management issue in the short term, and I support it. However, the communications from Microsoft reflect a long term view around not supporting credit management with retail orders. This position is concerning as B2B companies with a variety of discounts and promotions will not be able to enforce credit checks automatically. I suggest reviewing the long-term view to accommodate B2B requirements.
Das ist ein MUSS.