A VP of sales requires a test environment to demonstrate to potential clients the security policies that are included in their initial offering.

Currently, testing the new QV functionality outside the development environment is not possible due to corporate security policies requiring the same security role across all environments.

Note: One of the security best practices in Dynamics 365 is to use the base security role as a baseline and apply that role to all Users. The base security role will include all the common/basic permissions that are required to have access to the system.

To set up the base security role for the first time

create a new empty security role.

add the minimum privileges required to access the system.

add the privileges required for the basic functionalities.

test the role with the test user account.

add the permissions to the entities that all users can access (e.g. reference data).