by Alex | Nov 29, 2023 | Dynamics 365 for Finance and Operations
For a recent project, I needed the ability to test custom role access within a D365FO environment but was having a difficult time getting a test account created to assign this access to. My personal user had SysAdmin access, was there anyway for me to be able to test...
by Alex | Nov 20, 2023 | Dynamics 365 for Finance and Operations
*This blog post was co-authored by Sarah Guthrie a Senior Consultant at Protiviti* Have you ever wondered how you can utilize security to restrict sensitive access in Dynamic 365FO? One way to accomplish this is by using field level security. This can serve as a...
by Alex | Nov 6, 2023 | Dynamics 365 for Finance and Operations
In the past I written and presented on the topic of user licensing in D365FO, the methodology used has not really changed since October 2019 when Microsoft released their new ‘privilege based licensing’. Recently though I was contacted about some...
by Alex | Oct 26, 2023 | Dynamics 365 for Finance and Operations
Last week was one of my favorite weeks of the year professionally with the Dynamics Communities North America Summit conference this year hosted in Charlotte, North Carolina. I wanted to share the sights of the conference from my experience! Dynamics 365 Finance &...
by Alex | Oct 9, 2023 | Dynamics 365 for Finance and Operations
We are officially one week out from Dynamics Communities Summit North America 2023 conference and looking forward to a great event, here is a listing of my speaking engagements during the conference. Security Overview of D365FO – Academy Monday Oct 16th 8:00 AM...
by Alex | Oct 3, 2023 | Dynamics 365 for Finance and Operations
One question I get quite often in D365FO revolves around the ability to capture when a record is read or viewed within D365FO. The ‘read auditing’ feature is standard in other Dynamics 365 offerings but does not exist natively in D365FO, so what can we use...
