USER ONBOARDING IN DYNAMICS 365 FINANCE AND OPERATIONS FOR SOX COMPLIANCE - PART2 - SOLUTION CONFIGURATION
This article series explains how to streamline the user onboarding process in Dynamics 365 Finance and Operations, providing a unique implementation resource. The series is divided into two parts as follows:
PART 1: Solution components
PART 2: Solution configuration
Let's get started with PART 2.
Introduction
Ensuring SOX compliance during user onboarding in Dynamics 365 Finance and Operations (D365FO) is crucial for maintaining organizational integrity and security. This article explains how to configure the user onboarding process step-by-step, from creating a worker record to automatically assigning security roles through automated workflows.
After creating a worker record in the Human Resources (HR) module as part of the onboarding checklist, the HR department requests the creation of a D365FO user to grant the new hire access to Dynamics 365. HR attaches the user's role-based security roles to their user creation request. At the end of the approval process, the user is automatically created with the desired role-based security role(s).
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