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...
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...
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...
Moving D365FO security from user interface to AOT
In a previous post, I talked about how I created a tool to help generate D365FO AOT security files from the user interface security output. Now I wanted to show how you would use this tool to actually take changes made in the user interface and move them to your AOT....
Adding Ability to Rename Security Layer Parameters with D365FO Security Converter
In a previous post, I discussed that I had started a GitHub project to be able to export security changes made in the user interface to AOT XML files. One of the 'future improvements' I wanted to add was the ability to rename security layer parameters during the...
Converting D365FO User Interface Security Customizations Export to AOT Security XML Files
In a couple of previous posts (Setting Up Security in D365FO - User Interface and Setting Up Security in D365FO - AOT) I described how the actual security elements are stored differently in D365FO depending on where creation/modification is done at. If a security...
Spring 2018 Version Update of Security and Audit Field Manual: Microsoft Dynamics 365 for Finance and Operations Book
We at Fastpath are thrilled to announce that we have updated the Security and Audit Field Manual for Dynamics 365 Finance and Operations (D365FO) to be up to date on the technical side as of the spring 2018 release. D365FO is changing rapidly and it was great to be...
Error When Using Security Configuration Audit Trail in D365FO PU18
Recently when digging into the PU18 updates in D365FO I found a bug in the audit trail page located at System Administration -> Security Configuration -> Selecting a security layer -> Audit Trail. This functionality is used to compare different versions of a...
Setting Up Security in Dynamics 365 for Finance and Operations – Part II – From the AOT
In a previous post, I showed how to set up security from the user interface. In this post I want to focus on D365FO security setup and configuration from the AOT. Finding the AOT The first thing we have to know is where the AOT is located in D365FO. In a development...
Setting Up Security in Dynamics 365 for Finance and Operations – Part I – From the User Interface
I've written in the past about Dynamics 365 for Finance & Operations Security and how it differs from previous versions of Dynamics AX, now it's time to look at how to set up security within the application. I will show how to do this from the user interface (in...
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