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Dynamics 365 Finance and Operations cross-app: Role-based access controls for ERP agents

Summary

Dynamics 365 ERP security administrators can apply additional, agent-specific security restrictions that take effect when a user accesses the ERP through an agent. Administrators define these restrictions using the existing security model — assigning roles, duties, and privileges that apply only to agent-initiated requests, scoped by legal entity — so that a user's agent session can operate with narrower permissions than the same user holds when working directly in the ERP.

Status
In development
General availability target
Dec 2026
Preview target
Oct 2026
Clouds
Worldwide (Standard Multi-Tenant), GCC, GCC High
Release phases
General Availability, Preview
Platforms
Web
Added to the roadmap
30 Sep 2026
Last changed
30 Sep 2026 · 1d ago
recently changed
ChangeIntel

An IT change radar: releases, security, known issues, retirements, and service status from 122 public sources. Every item links to its original page; dates and statuses can change after they are read.

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