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.


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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For security and compliance reasons, you want to secure access to private addresses and contact information, like email addresses and phone numbers, of persons in your Microsoft Dynamics 365 environment. In this post, you can learn about a standard feature available in Microsoft Dynamics 365 Finance & Operations and Human Resources: Private location security.

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Securing data projects

In a previous blog, I have provided an example how you can use eXtensible Data Security in combination with data entities. At the end of that post, I had one issue left to ensure people are not using each others data projects and in that way see data which is not permitted to see. In this blog post, I will tell about the options for securing data projects in the data management features.

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Sometimes, I do get questions about the combination of eXtensible Data Security and data entities. Some people say it is not possible. When reading the Microsoft documentation, it is stated that it is not supported. Surprisingly, it actually does work, but you have to know how…

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