AX – D365FO – X++ code to find all the Duties related to specific Privileges in AX 2012

static void findAllTheDutiesForSpecificPrivileges(Args _args) { SecurityTask securityTask; SecuritySubTask securitySubTask; #define.SecurityTask("AbbreviationCodeImport_Import_RU") // your privileges name select firstOnly RecId from securityTask where securityTask.AotName == #SecurityTask && securityTask.Type == SecurityTaskType::Privilege; while select SecurityTask from securitySubTask where securitySubTask.SecuritySubTask == securityTask.RecId { select firstOnly * from securityTask where securityTask.RecId == securitySubTask.SecurityTask; info(strFmt(“%1,%2,%3″, securityTask.AOTNAME, securityTask.Name, securityTask.Type)); } }

AX – D365FO – X++ Code to find all the privileges for a menu item in AX

Create this job to find all the privileges for a menu item static void findAllThePrivilegeForSpecificMenuItem(Args _args) { SecurityTask securityTask; SecuritySubTask securitySubTask; SecurityTaskEntryPoint securityTaskEntryPoint; SecurableObject securableObject; while select * from SecurityTaskEntryPoint join SecurableObject where SecurableObject.RecId == SecurityTaskEntryPoint.EntryPoint && SecurableObject.Name == menuitemOutputStr(TaxReport_IT_ERA) //your menu item { while select * from securityTask where securityTask.RecId == SecurityTaskEntryPoint.SecurityTask { info(strFmt("%1,%2,%3,%4", … Continua a leggere AX – D365FO – X++ Code to find all the privileges for a menu item in AX

AX – D365FO – How to solve error : “\Classes\…. can’t be added to version control as it does not exists in cus layer”

You try to add a class to Version Control If this error occur : "\Classes.… can't be added to version control as it does not exists in cus layer" the cause is that this object does not exists in cus layer so you need to modify the object in the current layer before you can … Continua a leggere AX – D365FO – How to solve error : “\Classes\…. can’t be added to version control as it does not exists in cus layer”

AX – D365FO – Set up segregation of duties

Security or policies may require that specific tasks be performed by different users. You can set up rules to separate tasks that must be performed by different users. This concept is named segregation of duties. This helps reduce the risk of fraud, and helps you detect errors or irregularities. For example, you might not want … Continua a leggere AX – D365FO – Set up segregation of duties

AX – D365FO – Exclude users from a role assignment

The HR department of USMF has requested to remove access for the Accounts receivable clerk role in Finance and Operations apps for an employee who has changed role. Go to System administration > Security > Assign users to roles. In the tree, select Accounts receivable clerk.Select Manually assign / exclude users. In the list, select a user.Select Exclude from role to exclude the selected users from … Continua a leggere AX – D365FO – Exclude users from a role assignment

Ax – D365FO – Assign users to security roles dynamically

The HR department of USMF has requested to dynamically assign users to the Accounting supervisor role based on a criterion defined by HR department. Associate the Accounting supervisor role based on the rule defined by the HR department to the selected employees. Go to System administration > Security > Assign users to roles. In the tree, select Accounting supervisor.Select Add rule to open … Continua a leggere Ax – D365FO – Assign users to security roles dynamically

AX – D365FO – Create a new user and assign a security role

The HR department of company USMF has requested access to Finance and Operations apps for a new hired employee as an accounts payable clerk. You must create a new user ID for the new hired employee and assign the default the company to USMF and associate the accounts payable clerk role. Go to System administration > Users > Users. Select New. … Continua a leggere AX – D365FO – Create a new user and assign a security role

AX – D365FO – Import a user and assign security role

The HR department of company USMF has requested access to Finance and Operations apps for a new hired employee as an accounts receivable clerk. The active directory user account has already been created as part of onboarding process. You must import a new hired employee and assign the default the company to USMF and associate … Continua a leggere AX – D365FO – Import a user and assign security role

AX – D365FO – Security Roles Explained

Dynamics 365 Security roles are elements which are granted various sets of duties and privileges that give users, assigned to those security roles, access to various “securable objects”, which is just a fancy way of saying menu items, form, reports, inquiries, buttons, and all the other things users interact with throughout the application.  Security roles … Continua a leggere AX – D365FO – Security Roles Explained

AX – D365FO – Purchasing policies

Purchasing policies overview : https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/purchase-policiesCreate purchasing policies : https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/tasks/create-purchasing-policiesSet up policies for procurement category hierarchies : https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/tasks/set-up-policies-procurement-category-hierarchies