You hardy can have missed the announcements from Microsoft how they will continue delivering updates for Microsoft Dynamics 365 for Finance and Operations. In fact the full Dynamics 365 product range will be on the same update cadence. Depending if you are already running Microsoft Dynamics 365 or not there are changes which you also need to prepare for yourself.
When using the cloud version of Microsoft Dynamics 365 for Finance and Operations, there are certain tasks which are a bit more cumbersome if you compare it with the freedom you have when running the application on-premise. When there was a need for data correction, we were used to quickly develop a job or class with x++ logic to repair data. In certain cases, we could deliver a list with identification numbers which was then used as looping to correct or delete only certain records. In this post I will explain how you can be more agile creating correction scripts using Microsoft Flow.
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.
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.
In my last blog, I shared some code examples for eXtensible Data Security (XDS). In this post, I will explain how it works and also introduce a V2 version which will be more advanced in determine which legal entities will be visible for the user.
The last few months, I did spend a lot of time on speaker sessions for the Summit EMEA, MVP Monday webcast and a coming Dutch Dynamics Community event. In the meantime, it was also extremely busy completing work. One of the topics I talked about recently, is eXtensible Data Security (XDS) in Microsoft Dynamics 365 for Finance and Operations and Microsoft Dynamics AX 2012.
There is not that much written related to this XDS topic. You may find two white papers and some blogs posts on this topic. One whitepaper also describes an example how to restrict financial dimension values.
As there is in general not that much knowledge and experience, I decided to share my knowledge in this area on some events and now also using my blogs.
I did create and demo some examples what can be achieved using XDS. During the sessions related to this topic, I promised to share these examples. The examples created do have the next features:
- Secure legal entities
When you do assign security roles with organizations assigned, by default a user can still see them all in the Legal entities form. This policy has the ability to limit it to only those assigned to the user.
- Warehouse security
This example show how you can achieve some record based security on warehouses and sites. It uses a custom setup form to specify the warehouses linked to a user.
- Retail channel security
This example is combining the organization hierarchies, security organization assignment and XDS. Quite a powerful example which could be an inspiration for you.
Detailed information how to use these examples and an explanation how they are created will be posted in separate blogs. Watch them coming or come back on this page where the links will be updated. Also, the list with examples might grow in future.
At this moment, I can share the examples based on AX2012 and they reside on my OneDrive. The same features for Dynamics 365 for Finance and Operations will be added in the future. The location of the code examples might change in future, so ensure to bookmark this page to be able to find the examples anytime. Currently, you can find them on this location: My OneDrive DynamicsShare
If you want to explore these examples, feel free to download and use it. The software is provided as-is and you cannot obtain any rights if something is not working correctly. You have to ensure you will install the examples in a separate environment first and test it carefully. If you have questions or feedback, feel free to add comments or send a message.
That’s all for now. Till next time!
As you might know, security related topics are one of my favorites. It is not only about the technical stuff how to configure the roles. It is also related to e.g. segregation of duties to prevent possible fraud. It is always fun to work together with a customer to get the best possible setup which is manageable for the application support department. One of the tasks is moving new security configurations between environments.
In this post I will tell you how to do this, but also a neat trick how to rename newly created security objects as the Security configuration form is not supporting this. (meer…)
The Microsoft team did release platform update 13 for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. One of the new features is Custom fields. This feature lets a power user or system administrator configure new fields on existing tables without using the development environment and deploy it on the other environments. It is a neat feature which can be of interest, but you also have to be aware of all pitfalls and downsides. In this post, I will tell you more about the custom fields. (meer…)
As of several versions of Microsoft Dynamics AX there is a feature to setup and use temporary vouchers for journal entry. Also, this feature still exists in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. In this blog post I will tell you about the temporary voucher number and namely how you can benefit from this feature.
This post will inform you about the Entity execution parameters which can be found on the Data import/export framework parameters form. It will give you an option for gaining performance when importing large number of records using the data management features.