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

D365FFO – AX – Implement role-based security in Finance and Operations apps

Reference article : https://docs.microsoft.com/it-it/learn/modules/role-security-finance-operations/ With role-based security, access to Finance and Operations apps is not granted to individual users, but to security roles to which users are assigned. A user who is assigned to a security role has access to the set of privileges that is associated with that role. If a user isn't assigned … Continue reading D365FFO – AX – Implement role-based security in Finance and Operations apps

D365FFO – AX – Create a security policy

This topic explains how to create a simple security policy that secures access to customers and customer groups, based on a range for a customer group. Add a new query In Visual Studio, add a new query, such as XDSQCustGroup10, to your project/solution. The query will be used to restrict data access from the Constraint table.Right-click Data Sources, … Continue reading D365FFO – AX – Create a security policy