Security and Permissions

Who Should Attend?

IT Professionals and Analysts responsible for the setup and administration of security and permissions inside Business Central, and those team members involved in any activities related to auditing system access and controls.

Learning Objectives:

At the end of this class, participants will be able to:

  • Differentiate between Permissions, Permission Sets, User Groups, and Users
  • Explain the pros and cons of using the Change Log
  • Design or revise one’s organizational Permissions approach

Prerequisites: None

Class topics

  • Permissions and Permission Sets​
  • Users and User Groups​
  • Change Log
  • Security Planning
  • Permissions Recorder


The proper setup and administration of security and permissions within Microsoft Dynamics 365 Business Central can make all the difference. Get it right and you as the system administrator can save yourself and your users countless hours of time and frustration. Fail to optimize your setup and you’re not only going to regret it every day, but you’re opening yourself up to issues with controls and access – and you know how management and the auditors feel about that. Join this class to understand master data related to security and permissions, understand the permission hierarchy, know how to add permission sets and related permissions, and know the best practices for setup and managing. As a bonus, you’ll leave with a detailed security template to jump-start your permissions analysis.


Field of Study: Computer Software & Applications

Program Level: Intermediate

Advanced Preparation: Each student will receive via email connection instructions to their individual virtual classroom link and hands-on practice environment shortly before class. Connections to both resources should be tested before class. We recommend using a second monitor while attending class.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class, you are eligible to earn up to 4 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must notify your instructor of your intention to request credit before the start of the first class. To receive CPE credit, you must be present and actively engaged, which will be verified using polling questions and other means. You will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Version: This class is taught in Microsoft Dynamics 365 Business Central.

Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”.  We use proven practices to make sure you retain what you learn and are fully equipped to immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.

Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.

Contact Us to Discuss How We Can Help Your Company Today!

The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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