Alex Meyer
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D365FO Extensible Data Security (XDS) Scenarios

by Alex | Oct 20, 2022 | Dynamics 365 for Finance and Operations

I recently attended the Dynamic Communities North America Summit Conference and presented numerous sessions surrounding security and licensing in D365FO. One of my new sessions was around Extensible Data Security (XDS) and I was a little worried about such a technical...

How to Approach Advanced XDS Scenarios in D365FO

by Alex | Oct 3, 2022 | Dynamics 365 for Finance and Operations

I’ve written about Extensible Data Security (XDS) in D365FO a couple times before, in those posts the XDS security policy is applied between two tables that have a direct tie to each other (ex: customers and customer groups). In this post, I wanted to show how...

How to Apply Multiple XDS Policies to the Same Role in D365FO

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...

How to Apply D365FO Extensible Data Security Based on the Current User

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...

Extensible Data Security (XDS) Framework in D365FO

by Alex | Feb 20, 2019 | Dynamics 365 for Finance and Operations

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...

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Recent Posts

  • Spring 2023 – Presenting at Upcoming User Group Conferences March 30, 2023
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  • Security & Audit Features Added in 10.0.31 February 8, 2023
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