This post is a new blog in the series about “Security how-to“. In this particular post, the options to segregate tasks for creating and maintaining master data on one role and the hold status on customers and vendors in another role. The way how to achieve it is different for customer and vendor master.

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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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