Easy automatic role assignment

You might know that the security administration is one of my favorite areas in Microsoft Dynamics 365 for Finance and Administration. I love to share the knowledge I gained to help other people and organizations. In this post, I will give a summary of former posts and how-to setup easy automatic role assignment.

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Secure by retail channel

When I initially learned AX 2012, before it got released, I was quite enthusiastic about the security changes and the organization hierarchies. Then also I learned about the eXtensible Data Security (XDS) concept. While working on one of my first AX2012 implementations, I also had to do a presentation for a Dutch community. The topic was about the Organizations and Hierarchies. While preparing the session, I suddenly got the idea to combine security role assignments, organizational hierarchies and XDS. After the presentation, I lost the demo and objects used at that time. For another presentation during the Summit EMEA in Dublin this year, also about organizational hierarchies, I decided to create a new demo. In a former blog, you can find the link for downloading the objects for this example. (Extensible Data Security examples for Microsoft Dynamics)

In this blog, I will explain you how this “Secure by retail channel” works functionally and technically.

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Secure by warehouse

In this post, I will  continue explaining the examples created with eXtensible Data Security. In this part, I will explain how I did think of a solution for restricting warehouse access for users. There were a lot of questions on forums in the past about how to secure this. So, for a presentation on the Summit EMEA in Dublin this year, I decided to step into the challenges that comes with securing access to warehouses and related tables like inventory journals or purchase orders. I created a demo which will be covered in this part of the XDS blog series. In addition, this is a good example how to deal with different assignment of groupings per user without creating a policy per group or user.

Secure by warehouse

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Secure by legal entity

In my last blog, I shared some code examples for eXtensible Data Security (XDS). In this post, I will explain how it works and also introduce a V2 version which will be more advanced in determine which legal entities will be visible for the user.

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