The posts on Dynamicspedia.com 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.

Posts

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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Secure by retail channel

When I initially learned AX 2012, before it got released, I was quite enthusiastic about the security changes and the organization hierarchies. Then also I learned about the eXtensible Data Security (XDS) concept. While working on one of my first AX2012 implementations, I also had to do a presentation for a Dutch community. The topic was about the Organizations and Hierarchies. While preparing the session, I suddenly got the idea to combine security role assignments, organizational hierarchies and XDS. After the presentation, I lost the demo and objects used at that time. For another presentation during the Summit EMEA in Dublin this year, also about organizational hierarchies, I decided to create a new demo. In a former blog, you can find the link for downloading the objects for this example. (Extensible Data Security examples for Microsoft Dynamics)

In this blog, I will explain you how this “Secure by retail channel” works functionally and technically.

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Secure by warehouse

In this post, I will  continue explaining the examples created with eXtensible Data Security. In this part, I will explain how I did think of a solution for restricting warehouse access for users. There were a lot of questions on forums in the past about how to secure this. So, for a presentation on the Summit EMEA in Dublin this year, I decided to step into the challenges that comes with securing access to warehouses and related tables like inventory journals or purchase orders. I created a demo which will be covered in this part of the XDS blog series. In addition, this is a good example how to deal with different assignment of groupings per user without creating a policy per group or user.

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