Configure Roles in D365

These are the recommended roles to assign to users who need access to Supply Chain Cloud functionality in D365 F&SCM.

You can further configure each role to best fit your needs.


Security Configuration

System administration > Security >  Security configuration

Roles

Bill

Value Added Billing: Access all Bill functionality.

Order

Global order promising: Access all Order functionality.

Supply Chain Cloud

Supply Chain Cloud: Access all Supply Chain Cloud functionality.

Transport + Deliver

Logistics Execution: Access all Transport + Deliver functionality.

Logistics Execution Activity Reset: Utilize the Reset Activity option.

Logistics Execution Auditor: Read-only access to most of Transport + Deliver (can view data but cannot edit it).

Logistics Operation Administrator: Edit access to most of Transport + Deliver (run activities, create assets and workers, edit addresses, etc.).

Logistics Site Supervisor: Execute activities, view assets, run scheduling, maintain addresses, and create logistics orders.

Supply Chain Cloud - Deliver mobile app: Access and run the Deliver mobile app.