Posts

During the past years, I have seen a lot of questions about setting up users who are not part of the Azure AD tenant linked to a Dynamics 365 Finance and Operations environment. Usually, there is a simple reply by stating that the Provider field on the User details should be altered to indicate where to authenticate the user. This reply does not cover the licensing requirements, components that require an app registration in Azure AD, and users not part of an Azure AD, but having e.g. a Microsoft Account. With this post, I will provide the full details to correctly enable external users.

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I’m starting this blog about security with the words Less is More! This is a concept about simplicity. In life, we look at certain things in an overcomplicated way or try to make them too advanced. We don’t see it ourselves until someone helps us think in a different direction. When you just start working with Dynamics 365 and the security architecture, you might wonder why you sometimes don’t have the permissions or data visible as you would expect. In this blog, I will share some scenarios and background information where by granting more security roles, the user will have fewer permissions than expected on particular features.

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Usually, when you add a menu item to a privilege and set the correct permissions, the user will be able to open the form linked to the menu item. However, it is not a guarantee that you would be able to open the form as there is another prerequisite in the security framework in Dynamics 365 Finance and Operations. In this post, I will elaborate on the additional requirement and provide some thoughts using an example.

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Security configuration repair

First of all, I would like to wish you all the best, luck, and health for the new year. Yesterday, I published a blog explaining the Synchronize all button on the Security configuration form. Directly in the new year, there is a kind of related blog. The relation between these two blogs is that it is not clearly documented what exactly these buttons are about. When you click one of these two buttons in a normal running environment, you will see a message “Please wait. We’re processing your request.” for a few seconds and you don’t see anything changing at first sight.

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