The posts on linked with the XDS tag, are topics related to the usage of the eXtensible Data Security framework in Microsoft Dynamics 365 for Finance and Operations.

You will find examples and tips to get started and learn how to create your own security policies using XDS.


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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installation demonstration

Recently, I shared a post with a method to reinstate the Global address book security in Microsoft Dynamics 365 Finance and Operations. I got some questions about the procedure steps. For that reason, I created an installation and activation video which you can watch below.

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reinstate global address book security

Quite some questions I see on the Dynamics community forums and from people who reach out to me is about secure global address book in Microsoft Dynamics 365 Finance and Operations. Unfortunately, this is a feature which has not yet been moved by Microsoft from Dynamics AX 2012 to Dynamics 365. In this post, I will answer some of the questions you might have and provide a workaround to enable the feature today.

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This is the first scenario in a new blog series about “Security how-to“. In this particular post, a possible security setup for the next scenario will be explained: “A purchasing agent is not allowed to view employee transactions”

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The Dynamicspedia Global address book security is an extension to Microsoft Dynamics 365 Finance and Operations.
It is intended to be a temporary solution to enable the security of global address book until Microsoft completed the effort
to move the original solution from Dynamics AX 2012 to Dynamics 365.

Instructions for installations and enablement of the security features, visit: About reinstating global address book security in Dynamics 365 Finance and Operations

Don’t forget to read the License.txt file before installing and using the software.