by Alex | Oct 27, 2021 | Dynamics 365 for Finance and Operations
I’ve covered the topic of the Table Permission Framework previously but wanted to give an example of how it can be used for protecting columns within grids in D365FO. Scenario There is a form within D365FO that contains a grid that has a sensitive data within a...
by Alex | Oct 5, 2021 | Dynamics 365 for Finance and Operations
I’m excited to be speakingĀ in-person at a couple upcoming conferences. I am looking forward to seeing friends and other attendees again and sharing my knowledge and expertise! Dynamic Communities Summit North America October 12th – 15th | Houston, Texas...
by Alex | Aug 30, 2021 | Dynamics 365 for Finance and Operations
I recently had a requirement to take many pieces of data from D365FO, create a CSV file out of each data piece, and then wrap these files in a zip file for easy downloading by an end user. In my case, the requirement was that all of the data should be held in memory...
by Alex | Aug 10, 2021 | Dynamics 365 for Finance and Operations
Working for an ISV, whenever we release a new deployable package I get questions surrounding its compatibility with a customer’s environment. When adding a deployable package to a shared asset library in LCS, the platform version and build information is shown:...
by Alex | Jul 26, 2021 | Dynamics 365 for Finance and Operations
I’ve written about XDS policies and how to apply them in the past, but what about the scenario where you want to apply multiple XDS policies to the same role in D365FO? How would you go about achieving that? Test Scenario For my test scenario, I want a role to...
by Alex | Jun 21, 2021 | Dynamics 365 for Finance and Operations
I have written in the past about Extensible Data Security (XDS) in D365FO, it has been one of my most popular posts. I often get questions about it, but one that I get quite often is wanting to apply XDS based on the current user. The use case is something along the...