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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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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cost prices security

This post is a new blog in the series about “Security how-to“. In this particular post, I will explain how to secure a common scenario where cost amount fields should be hidden for the majority of users. This post will explain how to secure fields, form controls, and an easy way to apply this scenario to the users.

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Excel to Purchase orders

In this post, I will share a Power Automate Flow example. This example is importing data from Microsoft Excel into Microsoft Dynamics 365 Supply Chain Management. It has an example of how to import multiple purchase orders and lines. Besides, it has some logic and special field handling. The example is also shared as a download.

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