Electronic Signature in Microsoft Dynamics 365 Finance and Operations

Dear Microsoft BizApps Community,

Welcome to my next blog on security framework series, this article talks about the Electronic Signature functionality to put a robust control to avoid fraudulent activity in ERP system.

Let’s explore the feature with the problem statement and awesome solution around it

Problem statement

IT AUDIT team from Business wants to put a control on changes of some records. Fields in the form or table, these changes can only be done by a valid electronic signature password within the ERP system itself

Solution

Microsoft Dynamics 365 Finance and Operations has a inbuilt functionality, which can very well handle the Electronic signature requirement in an efficient way

Pre-requisite-

1. Electronic Signature box has to be enabled in License Configuration within Sysadmin module (if not enabled, kindly enable it by enabling maintenance mode)

2. Users need to have valid Electronic Signature enabled from user options, see below process how to do this

Navigate to User options->> Account->> Electronic Signature tab->> Get certificate->> create password and confirm->> Electronic Password is created

Configuration

There are three configuration forms, from where the whole configuration to be done, see below screenshot

Electronic Signature parameters

Navigate to Organization administration->> Setup->> Electronic signature->> Electronic Signature parameters

From Electronic Signature parameters we do the basic setup, see below explanation of each fields

Electronic Signature requirements

Navigate to Organization administration->> Setup->> Electronic signature->> Electronic Signature requirements

From this screen we configure the Electronic signature requirements form and field, see below explanation in the screenshot

In this example, we have enabled IBAN number in vendor banks with electronic signature

Electronic signature reason codes

Navigate to Organization administration->> Setup->> Electronic signature->> Electronic signature reason codes

From this form, we create reason codes for changes by electronic signature

Configurations are done, now lets test the end result by changing BANK IBAN code in vendor bank form

See below, I have tried to change the IBAN number and the Electronic Signature pop up appeared

After that, the below screen will open to add the password, this is the same password which user creates for electronic signature from user profile

Once added correct signature password, the IBAN will be changed after that.

That’s it for this blog, stay tuned for my next article

Happy days