Posts

Security how-to: Remove dimension values from Voucher transactions

Secure dimension values

A recent question on the Dynamics Community triggered me to think about use cases of how to hide ledger accounts and dimension values. When I understand the question correctly, a part was to hide the financial dimension values and show only the main accounts In my reply, I elaborated on the Voucher transactions page where possibly some main accounts should be hidden, but also part of the value of the Ledger account field should be hidden. In this post, I will elaborate on how to make that possible.

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How to bypass table security in X++ coding

Unchecked table permissionsImage generated by Microsoft Designer

For various reasons, you would like to read business data from or write data to the Dynamics 365 F&O database without enforcing security in the user context. For example, a user might not have access to various tables, like parameters or configuration. In this post, I talk about how to access and write data using the X++ unchecked statement.

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Enhanced Entra ID group integration in D365FO Admin Toolkit

Entra ID Group integration

A few years ago, I wrote a blog post about how to use Azure Active Directory for managing users and security in Dynamics 365 for Finance and Operations. In the meantime, Microsoft renamed Azure Active Directory to Microsoft Entra ID. In my blog, I provided how to manage users and provide access permissions by using security groups on Entra ID. Access permissions in Dynamics 365 Finance and Operations are then inherited from a group user. Using this option has some downsides, mainly related to not having security roles directly assigned to the user. I contributed a new feature to the D365FO Admin Toolkit with an enhanced Entra ID group integration feature. You can read more about this new feature in this post.

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What is the purpose of the workflow parameter ‘Require explicitly assigned users’?

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Explicitly Assigned UsersImage created by AI using Microsoft Designer

Workflow and security do have strong relation in Microsoft Dynamics 365 Finance and Operations. A user not assigned to a workflow task can’t approve a workflow instance. Also, the user should have correct permissions from the security settings as I explained before in another blog. (Workflow security in Dynamics 365 Finance and Operations)

In this blog, I will explain the behavior of a setting available on the Workflow parameters form, called Require explicitly assigned users.

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