This post is a new blog in the series about “Security how-to“. In this particular post, the options to segregate duties for maintaining vendor master data and the bank accounts will be explained.

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installation demonstration

Recently, I shared a post with a method to reinstate the Global address book security in Microsoft Dynamics 365 Finance and Operations. I got some questions about the procedure steps. For that reason, I created an installation and activation video which you can watch below.

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reinstate global address book security

Quite some questions I see on the Dynamics community forums and from people who reach out to me is about secure global address book in Microsoft Dynamics 365 Finance and Operations. Unfortunately, this is a feature which has not yet been moved by Microsoft from Dynamics AX 2012 to Dynamics 365. In this post, I will answer some of the questions you might have and provide a workaround to enable the feature today.

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This is the first scenario in a new blog series about “Security how-to“. In this particular post, a possible security setup for the next scenario will be explained: “A purchasing agent is not allowed to view employee transactions”

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