Achieve complete visibility into roles and permission levels in your environment with the EDG Persona Security tool.

The EDG Persona Security tool is a multi-functional tool built for D365 to provide users a convenient way to view, troubleshoot, design, and better understand user roles and permission levels in their D365 environments.

It will allow a user to enter a “persona(s)” to view any page in D365 using any user role or combination of roles available in their environment. Using this persona view, a user can browse their D365 environment and view precisely what a user with the selected roles and permission levels would be able to view.

Additionally, the EDG Persona Security Tool provides users the ability to view the roles and permissions required for any page or form in their D365 environment. This allows for quick troubleshooting of issues and flexibility with testing and design.

Save time and effort throughout multiple areas of D365 including testing, training, troubleshooting, design, and security. Provide users with a more flexible way to view, troubleshoot and design their D365 environment for a better end user experience.

Key Features:

View D365 through the lens of another security role or combination of roles.
More flexible role and permission level design and testing
Efficiently troubleshoot user environment issues and errors in seconds
Conveniently view required permission levels and security roles for any form or page within D365
Automated usage and activity tracking

EDG Persona Security Tool

por Expert Dynamics Group LLC