D365 Security Blog series-Security diagnostics for task recordings

Dear Microsoft BizApps Community,

Welcome to my next blog on security framework series, this article talks about the Security diagnostics for task recordings feature in MSD365 Finance and operations

Feature Details 

Security diagnostics for task recordings is a security framework feature, by which we can get to know, to do the task, whether the user/users have required permission or not

Lets explore

First, we need to record the steps in task recorder function, then we need to export the recordings, Example- we will create a vendor and record the same in Task recorder

Once done, stop the recorder and “Save as developer recording”, it will be downloaded in the PC as xml file

 Now Navigate to the System admin Module->> Security ->> Security diagnostics for task recordings

The below screen will open, now “Open from this PC” (if you have stored Task recording in LCS, then select “Open from Lifecyle Services”)

Browse the file and import

Once imported, the below form will come, it will show the Menu Item label, Menu Item name and Menu Item type along with missing permissions

The above options will show. What are the required menu item needed to perform the task, which was captured during task recordings

Now, a bonus- if we want to see any user from system, whether they have the required permission to perform the task or not, it will show us

Let see

I have selected an user from the “User ID” field and it shows “Missing Permissions”= YES

That means, user does not have the required permission to perform the task

  On flip side- if user has permission, it will show Blank in “Missing permission”, see below one example

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

Happy days