by Geralt on PixabayPersonalization is one of the key features to be able to tweak the Microsoft Dynamics 365 Finance and Operations to the preferences of individual users. It will even help them to be more productive. Some personal options, like the language and date, time and number format can be managed on the User options page. This is also the page from where Usage data can be cleared. Quite often, some predefined values need to be controlled by a system administrator. Or in case of certain issues, an administrator would need to review and reset certain usage data. How can an administrator access these details? This question will be answered in this post.
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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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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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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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