Custom Security Roles in Microsoft Dynamics AX 2012

Have you ever created a custom role in Microsoft Dynamics AX 2012 which seemed to have all of the privileges and duties required for the tasks the role needed to perform only to find out that when you are testing the role you run across an error similar to the one below?

custom role in Microsoft Dynamics AX 2012

The above error is related to a class that needs permission added to the role in order to complete the task. In AX 2012, Microsoft has given us a fairly easy way to perform this on a security role from the user interface.

To do so, navigate to the System Administration module and open the security role that you are receiving the error with.

custom role in Microsoft Dynamics AX 2012

On the top right section of the form, select the “Override permissions” button

custom role in Microsoft Dynamics AX 2012

This opens the Override permissions form. Click Add server methods

custom role in Microsoft Dynamics AX 2012

Type in the class name you want to add and the server method name. Click filter.

custom role in Microsoft Dynamics AX 2012

Select the available server method and click OK

custom role in Microsoft Dynamics AX 2012

The class will be added and you can locate it by expanding the server/method node

custom role in Microsoft Dynamics AX 2012

Now go back and test your security role to ensure the issue has been resolved.

This post was written by Laura Garcia, AX Application Consultant at Tridea Partners. Tridea is a leading Microsoft Dynamics provider.