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Data Management Framework Part3

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#datamanagementframework

#dataprojects

#processinggroups

#roles

Dynamics 365 Finance

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Mar 20, 2023

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  • The Data Management Framework (DMF) in Microsoft Dynamics 365 Finance & Operations is a powerful tool for importing, exporting, and manipulating data in bulk.
  • DMF allows for the creation of data projects, which are collections of related data entities and associated processing steps.
  • To secure data projects, it is important to set up roles for processing groups in DMF.
  • The setup for processing group roles can be accessed by navigating to the Workspaces > Data management and choosing "Set up roles for data projects".
  • The setup includes fields to configure processing group permissions, such as disabling permissions for specific roles or users.
  • The "Apply processing group to" dropdown menu allows for the selection of whether the permissions should apply to all data projects or a specific one.
  • The "Processing group" dropdown menu lists all defined processing groups in DMF, and the "Grant access to" dropdown menu allows for specifying the level of access for the selected processing group(s).
  • By setting up roles for processing groups, users can access and work with the data entities within those groups, while restricting access to unauthorized users and minimizing the risk of data breaches.

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