Dynamics 365 ERP - General
Category
Mar 6, 2024
Published date
Text
Article Type
AI Summary
- The article discusses the importance of security profiles in a D365 F&O implementation and how they allow users to maximize the value of the system within their business area while setting boundaries for data and form access.
- Security profiles in D365 F&O consist of security privileges, duties, and roles. Privileges specify the access level for different system access points, duties are collections of privileges organized around specific functionalities, and roles are collections of both duties and privileges.
- Security profiles can be defined directly in the Application Object Tree (AOT) or in the system using the "Security configuration" form, and the definitions are saved in the database for export and import.
- Migrating security configurations can be done through Data Management (DMF) by creating an export data project and including entities such as security privilege metadata, duty metadata, role metadata, and user role associations. The resulting data package can then be imported into the target system.
- Another approach to exporting and importing security configurations is through the security configuration form, where selected security elements can be exported as XML files and imported into the target environment.
- It is best practice not to directly modify the standard security roles, duties, and privilege definitions to have a fallback when investigating issues that require comparison with the out-of-the-box system.
- When importing security configurations, it is important to remember to publish the changes to make them effective for users.
- The article highlights that both functional and technical individuals can perform the migration of security configurations using the described approaches.
Registered users can view the full text for FREE!
Sign In Now!