Posts

Extensible Data Security examples – Secure by project responsible

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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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Security how-to: Only finance users are allowed to see cost prices in Dynamics 365 Finance and Operations

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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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Security how-to: Only a finance user is allowed to change the on-hold status of vendors and customers

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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 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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Security how-to: A purchasing agent is not allowed to maintain vendor bank details

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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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