Posts

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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Navigate Dynamics 365 F&O using Copilot

Copilot Navigation Preview

This week, I presented about AI in Microsoft Dynamics 365 F&O together with Hylke Britstra at a Dutch Dynamics Community event. While preparing for the session, I created some demos to extend the Copilot sidecar and found some hints in the coding for using natural language to navigate the application. I will elaborate on the upcoming feature and show you how you can already enable the option to use Copilot for opening e.g. the Workflow history page.

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Invalid users in Dynamics 365 F&O – 10.0.39 update

Invalid Users

Starting in Microsoft Dynamics 365 F&O version 10.0.39, Microsoft enforced security guidelines for external users. Effectively, Microsoft disabled the cross-tenant access in Dynamics 365 F&O. This means that external users from a different tenant, can’t log in to Dynamics 365 unless they are created as a guest user in your own client. In this post, I will elaborate on the change, how it can impact your environments and how to setup external users correctly.

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