Extensible Data Security examples – 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 […]

Extensible Data Security examples – 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 […]

Extensible Data Security examples – Secure by legal entity

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.

Extensible Data Security examples for Microsoft Dynamics

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 […]

How to: Move security configurations across Dynamics 365 environments

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 […]

Segregation of Duties: Dynamics AX meets the financial auditor (part 3)

In the previous parts the present way of handling Segregation of Duties in AX was covered. In this final part some improvements or if you prefer some open topics will be commented on. Date dependancy or versioning When looking at the form where Segregation of duties rules are setup and maintained and one thinks of […]

Segregation of Duties: Dynamics AX meets the financial auditor (part 2)

Setup and validation of Segregation of Duties rules in AX Prior to the setup of the Segregation of Duties rules in AX itself they should be determined by the organization (create an SoD matrix). Next step is to determine which Duties contain access to the functionality that must be checked when given access to. In […]

Segregation of Duties: Dynamics AX meets the financial auditor (part 1)

Organizations at risk Every organization has to deal with the risk that staff might be able to undertake fraudulent actions whilst at work. This can be actions like direct theft, paying out fake invoices, paying out actual invoices to “wrong” bank accounts. But as mankind is creative there are lots of other cases known where […]

Cleanup orphaned security roles in Microsoft Dynamics AX Update 1 local VM

Recently I started working with a new local VM containing Microsoft Dynamics AX with Update 1. When setting up some users and roles I found out that the demonstration data contains some rubbish in the security roles. This post will inform you about the issue and how to cleanup orphaned security roles.

Solve permission error in Management Reporter

In the new Microsoft Dynamics AX, there is no separate client for running reports or maintaining DataMart integrations. The reporting tool is now fully integrated and is pre-configured in all environments. When you want to run a report you might encounter an issue that you don’t have permissions to run or edit reports. Not when […]