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 […]

AX: How to enable the Contoso personas

When you deploy a machine with the new Microsoft Dynamics AX on Azure or download a virtual machine, the environment contains users with restricted rights. In previous versions of Dynamics AX you could directly use the Contoso users for your demonstrations to show what it looks like when a user has only certain roles assigned. […]

Tips on AX 2012 Security Development Tool – Part 8

Last year I posted some tips on the Microsoft Dynamics AX Security Development Tool. Recently my colleague Boye Walters also wrote an episode and named it Tips on AX 2012 Security Development Tool – Part 7. Well… he fanned the fire on his topic and here is another edition: Tips on AX 2012 Security Development Tool […]

Security: Past, current and future

When you read the title of this blog post you might think this post is about changes during the lifecycle of Microsoft Dynamics AX 2012. Or maybe it is related to the security framework in older versions (AX 2009), the current version (AX 2012) or the new Microsoft Dynamics AX (aka ‘AX 7’). Well, it’s not. […]

Fix security labels in AX 2012

In several environments I have seen some wrong security role names or other artifacts. Then instead of the role name it will display a label ID. This post will inform you about how to solve this issue in your environment if you encounter a similar issue.