Posts

Security in Dynamics 365 Finance and Operations (F&O) is not easy. When you want to define custom roles, this also has a licensing impact. Sometimes, you expect a particular license for your role, but the application states something different. In this post, I will provide a scenario where the license expectation is a Team members SKU as the intention is to have a read only role, but the role will end up as Operations license.

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Recently, I discovered two new security roles in the application that seem to have a relation with eXtensible Data Security (XDS). Anything related to security and for that reason also XDS intrigues me. In this post, you will read about the two new security roles and how they can be useful, or not…

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Feature recommendation notifications under the hood

For several years, Microsoft does have a dashboard with new and enhanced features that can be enabled by administrators to first evaluate the added value or impact on the current implementation. This will give organizations some time to choose when to enable new features. Features can also be turned on by default as a decision by Microsoft or made mandatory at a specific point in time. As mentioned in my previous blog about feature management, some features are like a black box, even with documentation provided by Microsoft. This blog provides guidance if you want to learn more about how to reverse engineer features and in particular Feature recommendation notifications.

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When working with workflow in Microsoft Dynamics 365 Finance and Operations, the users should have proper permissions to be able to not only approve but also submit documents to the workflow. There is no easy guidance on which roles, duties, or privileges to use to ensure having the correct permissions. In case you build up privileges from scratch, you might have questions about how to include the correct permissions for the workflow. In this post, you will learn about the security architecture for workflows and I will share some tips.

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