Microsoft Dynamics 365 Finance and Supply Chain Security Role Templates


Begin your journey towards a robust, compliance-oriented security with the aid of the Microsoft Dynamics 365 for Finance and Supply Chain Security role templates.

Microsoft D365 for finance and supply chain out-of-the-box roles were not designed with compliance and restricted access in mind; they were designed to allow the user to execute transactions without limitations and hold ups. In a world where you can trust everyone is doing the right thing and each person knows how to enter every transaction, this model of open access works. However, in today's world the stringent requirements around financial compliance, data restriction and privacy drive most organizations to find a more robust solution.

Protiviti has over a decade of experience designing and implementing custom security roles within Dynamics 365 to meet the different organizational compliance requirements. Based on this experience, we have developed a set of “Task Based” roles leveraging both out of box and custom duties and privileges, all of which can be used as the foundation for your ERP security and access needs.

In Release 2.0 of our offering, we have expanded our coverage to include key modules where organizational data, financial, and privacy risks often lie. Elevate your security posture and compliance readiness with Protiviti's custom security roles for Dynamics 365. In our current offering, we cover the following modules:

  • Accounts Payable
  • Accounts Receivable
  • Common
  • General Ledger
  • Human Resources
  • Inventory Management
  • Organizational Administration
  • Procurement and Sourcing
  • Product Information Management
  • Sales and Marketing
  • System Administration
  • Warehouse Management

This includes true Read Only roles for each of the modules noted above. Get a jump start on your custom security project with these template roles.

This is a configured solution, as such our team will provide a package that can be published on your environments, granting you immediate access to our adaptable custom roles, ready to be harmonized with your specific environmental requirements.

Template Roles are $15,000 per module and you can contact us for all modules. Cost includes a minimal effort to install the roles and training on how to use them.

As an exclusive offer, we will provide pre-designed “Job Based” roles tailored for all twelve modules. Our expertly crafted roles, meticulously aligned with comprehensive compliance standards, offer you a distinct edge and a springboard to swiftly develop your own tailored positions. This offer is exclusively accessible when you choose to opt for template roles for all TWELVE modules.

In accordance with the requirements and current travel restrictions, we anticipate delivering all work remotely and therefore do not expect out of pocket expenses.


  • A Workshop on "Understanding Your New Roles and Migration Strategy​"
  • Package containing your task roles per module​
  • Glossary of Roles, Duties and Privileges and Object Breakdown​
  • Installation guide ​

Assumptions and Legal Requirements:

  • Purchasing these template roles provides the purchaser a perpetual use license.  The content can only be used for internal purposes.  Any attempt to resell the content may result in legal action.
  • Purchasing these template roles provides the user the latest role templates which includes all of the appropriate privileges within the latest version of D365 for Finance and Supply Chain.  Any updates to D365 may require additional updates to the roles due to new privileges provided with the Microsoft updates.  
  • We will be updating the templates in cadence with each Microsoft Dynamics 365 Finance and Supply Chain major update. - Clients who have previously benefited from these services will reap substantial financial benefits.  
  • Template roles are only starting points to accelerate any compliance and restricted access requirements.  There is no guarantee that these roles will meet your organizations compliance requirements.
  • Template roles will be imported into a development D365 environment. The testing and migration of these roles to subsequent environments is the responsibility of the client.
  • Template roles only includes “Task Based” Roles. “Job Based” roles are included as an exclusive deliverable, only if the client is opting for the roles of all TWELVE modules.

Exclusive Opportunity: Become Our Managed Support Partner for Dynamics 365 Security As we expand our Dynamics 365 Security Role Templates to cover more modules in the upcoming quarter, we invite you our Managed Support Partner for security. Enjoy additional benefits, including:

  • First look into the new security roles for upcoming modules
  • Enhanced support and priority access to our team
  • Regular updates and training on the latest security best practices

Don't miss this opportunity to stay ahead of the curve and ensure the security and compliance of your Dynamics 365 environment. Contact us today to learn more about becoming our Managed Support Partner.

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