secure by project responsible

Recently, I was speaking about eXtensible Data Security (XDS) at a meetup session for the Pakistan Microsoft Dynamics 365 and Power Platform Community. I did a similar session several years ago and created three examples back then as part of the demonstrations of what would be possible to achieve with this framework for record-based security. For this recent session, based on a question on the Dynamics Community forum, I created a new example for restricting access to the projects and related information for a person who is one of the responsible persons. In this post, I will provide some more background information on the functional and technical details.

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while select statement

During my career, I have had to deal many times with performance issues. There are many different causes for this. It can be related to hardware, software, configuration and more. In this post, I will explain two scenarios where a while select statement caused performance issues and how to mitigate them.

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Inventory transactions archive

In March 2021, Microsoft released a preview for the archival of inventory transactions. The feature is useful for customers having a lot of inventory transactions. To prevent having performance issues when querying inventory transactions or using them in calculations for summary, Microsoft now made the option to archive inventory transactions. I spent some time reading the documentation and trying out the solution. In this post, I will share my findings related to testing the feature and what exactly is happening under the hood.

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Advanced search

In several cases, you are looking for a specific record, but the search criteria are not on the list page. When the details are in a related table, you can use the advanced search and sort option to join the tables as a business user and search for a specific record. This video shows an example of how you can achieve this and also use the Saved Views functionality to re-use a certain search query.

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