Posts

This 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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For security and compliance reasons, you want to secure access to private addresses and contact information, like email addresses and phone numbers, of persons in your Microsoft Dynamics 365 environment. In this post, you can learn about a standard feature available in Microsoft Dynamics 365 Finance & Operations and Human Resources: Private location security.

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Securing data projects

In a previous blog, I have provided an example how you can use eXtensible Data Security in combination with data entities. At the end of that post, I had one issue left to ensure people are not using each others data projects and in that way see data which is not permitted to see. In this blog post, I will tell about the options for securing data projects in the data management features.

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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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