Achieve complete visibility into roles and permission levels in your environment with the EDG Persona Security tool for Dynamics 365.

The EDG Persona Security tool is a multi-functional tool built for Dynamics 365 to provide users a convenient way to view, troubleshoot, design, and better understand user roles and permission levels in their environments.

Key Benefits:

View your Dynamics 365 environment through the view of another role or combination of roles
Quickly troubleshoot permission levels and role security issues
Access control
User delegation
User approval
Speed up the testing and design process of your Dynamics 365 environment

Users can enter a “persona(s)” to view any page in Dynamics 365 using any user role or combination of roles available in your 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.

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 for Dynamics 365

by Expert Dynamics Group LLC