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 … Continue reading 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 … Continue reading 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 … Continue reading 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. … Continue reading 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 … Continue reading 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 … Continue reading 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

AX – D365FO – Identify and resolve conflicts in segregation of duties

This topic explains how to identify and resolve conflicts in segregation of duties. You can set up rules to separate duties that must be performed by different users. This concept is named segregation of duties. When the definition of a security role or the role assignments of a user violate the rules, the conflict is … Continue reading AX – D365FO – Identify and resolve conflicts in segregation of duties

AX – D365FO – How to use Trace parser as a debugger

Trace parser is a very important utility program that helps developers to debug an application. It shows every SQL statement and every method called by applicatione followed by its call stack code These are the instructions to starts Tracing an application Go to the application you want to trace and before starts anything click on … Continue reading AX – D365FO – How to use Trace parser as a debugger