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Required Dynamics 365 Finance permissions (preview)

[This article is prerelease documentation and is subject to change.]

This article provides an overview of the permissions that are required in Microsoft Dynamics 365 Finance to use Finance agents in Microsoft 365 Outlook.

Access requirements

Scenario Open Data Protocol (OData) entity name Finance and operations entity name Access requirements
Customer and contact information PartyContactsV3 DirPartyContactV3Entity DirPartyContactEntityView/DirPartyContactEntityMaintain privilege
CustomersV3 CustCustomerV3Entity View customers entity privilege
CustomerGroups CustCustomerGroupEntity CustCustomerGroupEntityView privilege
ContactPersons smmContactPersonV2Entity View contact person entity privilege
PartyLocationPostalAddressesV2 DirPartyLocationPostalAddressV2Entity DirPartyLocationPostalAddressEntityView privilege
Invoices CustTransactions CustTransEntity
  • New. Requires product build 10.0.1777.80 or later.
  • CustTransEntityMaintain privilege
  • CustDisputeEntityMaintain privileges
CustDisputes CustDisputeEntity
Aging balances CustAgedBalances CustAgingEntity View customer aged balances entity privilege
Invoice document attachments SrsFinanceCopilotEntity SrsFinanceCopilots Reporting Finance Copilot View privilege
BusinessDocumentSalesInvoiceBaseEntity BusinessDocumentSalesInvoiceBases View sales invoices privilege
Related activities DualWriteCustomerActivitiesV2 DualWriteCustomerActivitiesV2Entity DualWriteCustomerActivitiesV2EntityView privilege

Access requirements – View only

Scenario Access requirements
Retrieve customers and contacts
  • DirPartyContactEntityView privilege
  • View customers entity privilege
  • View contact person entity privilege (smmContactPersonEntityView)
  • CustCustomerGroupEntityView privilege
  • DirPartyLocationPostalAddressEntityView privilege
Retrieve outstanding invoices
  • New. Requires product build 10.0.1777.80 or later.
  • CustTransEntityView privilege
  • CustDisputeEntityView privilege
Retrieve aging balances View customer aged balances entity privilege
Retrieve invoice document attachments or downloads
  • New. Requires product build 10.0.1777.111 or later.
  • Reporting Finance Copilot View privilege
  • View sales invoices privilege
Retrieve related activities DualWriteCustomerActivitiesV2EntityView privilege

Access requirements – Maintain (view, create, and update)

Scenario Access requirements
Create and update contacts
  • Maintain contact person entity privilege
  • Maintain contacts duty
Update outstanding invoice status
  • New. Requires product build 10.0.1777.110 or later.
  • CustDisputeEntityMaintain privilege