Things to Watch Out For When Developing D365FO Security Through the User Interface
Mar04

Things to Watch Out For When Developing D365FO Security Through the User Interface

There are a couple questions I get/issues I see quite often around setting up security in the D365FO user interface so I figured I would make a post around things to watch out for. Security is still hierarchy based, and needs to be created in that way One of the things I’ve seen done quite often is a user trying to set up security where they assign just the access type to an object that a… Continue Reading Alex’s...

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Extensible Data Security (XDS) Framework in D365FO
Feb20

Extensible Data Security (XDS) Framework in D365FO

The Extensible Data Security (XDS) framework is a feature in D365FO and AX 2012 that allows users to supplement role based security and allow access to tables to be restricted by a policy. This feature was an evolution of the record-level security that existed in previous versions of Dynamics AX. In simple terms, XDS is placing a WHERE (or ON) statement on any SQL SELECT, UPDATE, DELETE, or… Continue Reading Alex’s Article...

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Configuring Azure AD Group Security in D365FO
Feb11

Configuring Azure AD Group Security in D365FO

In AX 2012 you had the ability to use Active Directory groups to help manage security within the application. The basic setup behind this was that you would: Create an AD group and put in the AX users you wanted to be controlled by that group Create the AD group within AX, that group would basically act as a user within the application Then create the users of that group as users within the… Continue Reading Alex’s Article...

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Presenting Upcoming User Group Sessions and Academy Classes
Feb05

Presenting Upcoming User Group Sessions and Academy Classes

The month of March will be very busy for myself and other colleagues at Fastpath as we will presenting sessions at Dynamics Communities conferences as well as leading an academy session. Academy Class – March 4th This Dynamics Communities academy class will be a complete overview of D365FO security and starting from a beginner level and going to advanced. It will be done over the course of 4… Continue Reading Alex’s...

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Automated Role Access Testing Using the SysTestSecurityAttribute in D365FO
Jan31

Automated Role Access Testing Using the SysTestSecurityAttribute in D365FO

With the push in D365FO for automating everything from deployment to servicing to testing one of the questions I’ve heard numerous times is how do you perform/is it possible to perform automated role access testing? This comes into play for a number of reasons: With the quick releases of Microsoft D365FO I need a way to quickly ensure that my custom roles have the correct access even after… Continue Reading Alex’s...

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Table Permission Framework in D365FO
Jan24

Table Permission Framework in D365FO

In the past, I’ve written about the Table Permission Framework functionality within D365FO but recently I’ve had numerous examples of this causing D365FO users issues when setting up security. Because of this, I wanted to write about it again to explain how the feature works, how to troubleshoot security errors caused by the TPF, and how to remediate it. Table Permission Framework (TPF)… Continue Reading Alex’s...

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Interesting Behavior of Unpublished Objects in Dynamics 365 for Finance & Operations
Jan14

Interesting Behavior of Unpublished Objects in Dynamics 365 for Finance & Operations

One thing I’ve been asked about numerous times and has caused confusion while using the user interface to set up security is some interesting behavior regarding objects showing up in the ‘Unpublished Objects’ area when no changes are made by the user. The Scenario A typical scenario is as follows: User goes to System Administration -> Security Configuration -> Privileges (and notices there… Continue...

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Dormant User Account Reporting in D365FO PU21 8.1
Jan07

Dormant User Account Reporting in D365FO PU21 8.1

Microsoft has added some additional user reporting around dormant user accounts in D365FO PU21 8.1. This report can be found in System Administration -> Security -> Dormant user security accounts. You then can provide some inputs for the report: Number of days since last login Account Type All Claims User Active Directory User Include users having this account status All Enabled Not… Continue Reading Alex’s Article...

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Uninstall a deployable package in D365FO
Dec17

Uninstall a deployable package in D365FO

Recently I had the opportunity to learn about uninstalling a deployable package and thought I would go through the process of how I did it. Take zip file of the deployable package that needs to be removed and unzip it Navigate within the unzipped deployable package to the following path: ..packageAOSServiceScripts… Continue Reading Alex’s Article on their blog

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Setting Up Security in Dynamics 365 for Finance and Operations – Part III – Security Management
Dec05

Setting Up Security in Dynamics 365 for Finance and Operations – Part III – Security Management

In numerous other posts, I talk about the effect of where you create D365FO security (AOT vs user interface) has on how it is stored. In other posts, I talk about creating an application to help move your security created in the user interface to your AOT. I thought it might be a good idea to bring these ideas to together and summarize this topic and show what security management best practice… Continue Reading Alex’s...

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Fastpath vs. Dynamics AX/D365FO Segregation Of Duty Analysis Comparison
Nov14

Fastpath vs. Dynamics AX/D365FO Segregation Of Duty Analysis Comparison

There are many questions about the built-in Segregation of Duties functionality within Dynamics AX and D365FO, how it works, and its short comings? To help answer those questions, I created a white paper that compares the native SoD functionality to the functionality that the Fastpath tool offers surrounding this area. Fastpath vs. Dynamics AX/D365FO Segregation Of Duty… Continue Reading Alex’s Article on their...

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Obtain Menu Items From Dynamics AX 2012 and Dynamics 365FO Task Recordings
Oct24

Obtain Menu Items From Dynamics AX 2012 and Dynamics 365FO Task Recordings

The Task Recorder tool in AX 2012 and D365FO is a great resource to create documentation around business processes and tasks. I’ve written in the past that one of the other side effects of this feature is that it also records the objects being used during the process and therefore can be used to help set up security. To help with this, I wrote a small application that does the processing for… Continue Reading Alex’s...

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