Arek Socha from PixabayThis 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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Arek Socha from PixabayFor a longer time, I was considering documenting several experiences how to setup specific security topics in Microsoft Dynamics 365 Finance and Operations and Microsoft Dynamics AX 2012. Since I started implementing Damgaard Axapta 2.5 in 2001, I have done a lot of security setup and had sometimes some complex challenges. This post will be a table of contents for all documented scenarios and will be updated when a new blog post in this series will be published.
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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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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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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.
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