Required Dynamics 365 Finance permissions (preview)

Статья
2025-03-31

[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