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!
I’m working quite a long time at a customer now. In August 2013, I was (re)hired to help on a migration from Dynamics AX4 to Dynamics AX 2012. As I had worked at this customer before, I know about some issues related to performance of the ledger balances. Now in AX2012 the update of balances were different. During posting of accounting entries, records in a table called “Dimension set unprocessed transactions” are inserted. A batch job will take care of updating the balances. Now how did I fool myself?
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. (more…)
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. (more…)
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.
It’s been a while since I posted a blog post. I have been extremely busy and had barely time to sit down and finish some posts. During my work I collected some experiences and made some drafts, so I will be publishing some more blog posts, for sure. One of the things that took some time from me was testing platform update 11 before it could be released. This platform update was released October 6, 2017 and mainly has some technical improvements. The majority is related to support more options for extending the application to prevent overlayering. One new item is a functional improvement: a Document count indicator.
When using Microsoft Dynamics 365 for Operations you can create new security roles or even customize existing ones. When you do so, you have to be careful if everything is working like intended. This blog post will tell you about the enhanced worker information and how to grant access to this.
Recently we had a challenge to read uncommitted data from the Dynamics 365 for Operations database. Usually this is not required as you may retrieve dirty data. When using a business application, you should rely on correct and committed data as otherwise reporting might provide you incorrect data. However, if you find a very good reason to change the isolation level temporary, this post will guide you how to achieve this. (more…)
In the past, I had written two blog posts about personalizations in Microsoft Dynamics 365 for Operations (at that time still called Dynamics AX). Some features are already enhanced and expanded in the past year. With the release of Platform update 5, Microsoft added the option to centrally upload a saved personalization file to multiple users at once. Before this update, each user had to import a smart personalization done by a user manually. In this post, I will guide you through the new options.