Web Service Security Setup for AR Credit & Collections

 

Establish an application group within the SQL Server Agent that contains a list of all users that will view and update customer data through Customer Settings, which updates the Microsoft Dynamics GP database.

 

The group and its role assignments grant access to Microsoft Dynamics GP through its web service.

 

The following table lists the process to update web service security for AR Credit & Collections users.

 

Step

Description

1

On the application server, open the Dynamics Security Console available through Start > Administrative Tools.

2

In the console, open the Microsoft Dynamics Security folder

3

Open the DynamicsGPWebServices folder

4

Add a new Group to the Application Level Group and assign personnel to the new group

4a

Open the Application Level Groups folder

4b

Click New to add a new group

4c

On the General tab, enter the Name and Description for this group.  MoversSuite suggests using “mss” as the group name (which can be any name)

4d

Open the User Members tab

4e

Update members listing of Windows users belonging to the group through the use of the Add and Remove functions

Figure 41:Properties screen

 

4f

Press OK to close the screen

5

Create roles for the new application group

5a

Open the Role Assignments folder

5b

Click the Add action to open the Add Role Assignments screen

Figure 42: Add Role Assignment screen

 

5c

Select a Role as the newly created application group. MoversSuite suggests using “Mss Customer Information” for this role

5d

Select the appropriate Microsoft Dynamics GP database (LTRAN) from the list of company names

5e

Press Add Groups

5f

Select the newly created application group

5g

Press OK to add the role

5h

Open the Roles folder

5i

Select newly created group from the list of Roles

5j

Press the Properties action (Actions > Properties) to access the Mss Customer Information Properties screen

Figure 43: Customer Information Properties screen

 

5k

Add the following Operations to the role:

Create Customer Addresses

Delete Customer Addresses

Modify Customer Addresses

Modify Customers

Query Customers

View Customer Addresses

View Customers

 

5l

Add the following Tasks to the role:

View Company Information

View Customers

 

5m

Users that need to add or update contacts through AR Credit & Collections need to have the mssExec role in their Microsoft Windows network permissions, since email addresses cannot be updated through the Microsoft Dynamics GP web service

5n

Press OK to keep changes to the role

 

 

IMPORTANT

Changes made the Microsoft Dynamics GP web service, such as updating user permissions, can take up to 20 minutes to be in effect depending upon the web service security cache refresh time. Refer to the Microsoft Dynamics GP web services installation guide for more information.