Current State of D365FO User Licensing for May 2020
I've written about user licensing in D365FO in the past but because of the numerous changes Microsoft has made to licensing in the past six months I wanted to start doing periodic updates to give a current state of licensing. There are currently two different...
Easily Create a Read Only Role in D365FO
I have gotten the question of creating a 'read only' or 'view only' role many times in the past so I thought I would show the process of how I created one. There are many reasons that a read only role would be needed: Executive/Upper Management users who need access...
Best Practice for Moving D365FO Security Between Environments
One of the questions I get quite often is now that I know that security created/modified from the AOT is stored differently than security created/modified from the user interface, what is the best way to move security between environments effectively and ensure the...
How to Continue to Use the Table Browser Functionality Within D365FO
While using D365FO it is sometimes helpful to be able to view the actual data within a particular table from a web browser. This has previously been done via the SysTableBrowser menu item display, but recently there was a message on the D365UG forum that trying to...
Upcoming Sessions at Dynamics Communities Summit Europe 2020
We are just over a month away from the Summit Europe 2020 conferences in Barcelona, Spain. As always there is a wide variety of amazing sessions, presentations, and networking to be had. I have a number of sessions across both the extreme365 and Summit conferences...
Automatic Company Restriction Assignment in D365FO
I recently wrote about what features allow you to restrict user role assignments to a specific company/legal entity within D365FO, and a great developer from the AX community Nathan Clouse commented and said 'What if someone made an open source project to change this...
Options for Configuring User Legal Entity Restrictions in D365FO
By default, in Dynamics AX/365FO when assigning a user to a role, this access is granted across all companies/legal entities. What options do you have to restrict this? Assign Organizations Under System Administration -> Users you are able to see the roles assigned...
Current State of User Licensing in D365FO PU31
With D365FO PU31/10.0.7 now becoming GA, we get our first look at Microsoft's new licensing model within D365FO. I wrote about the high level changes in this post, but let's look to see how this new licensing model is implemented. First and foremost I wanted to try...
Securing the Open in Microsoft Office Button in D365FO
On some pages within D365FO there will be an Office button in the upper right hand corner that allows you to either export grid data to Excel or use Excel to easily update, create, or delete data. Security for these actions are controlled slightly differently than the...
Gaps in the Security Diagnostics for Task Recordings Feature in D365FO
I have written in the past about how to use the Security Diagnostics for Task Recordings feature within D365FO to help determine the securable objects consumed during a recorded business process or task. But I found while diving deeper into using the tool that there...
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