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Security how-to: Remove dimension values from Voucher transactions

A recent question on the Dynamics Community triggered me to think about use cases of how to hide ledger accounts and dimension values. When I understand the question correctly, a part was to hide the financial dimension values and show only the ma...

André Arnaud de Cal... 291,269 Super User 2024 Season 2
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How to bypass table security in X++ coding

For various reasons, you would like to read business data from or write data to the Dynamics 365 F&O database without enforcing security in the user context. For example, a user might not have access to various tables, like parameters or configura...

André Arnaud de Cal... 291,269 Super User 2024 Season 2
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Enhanced Entra ID group integration in D365FO Admin Toolkit

A few years ago, I wrote a blog post about how to use Azure Active Directory for managing users and security in Dynamics 365 for Finance and Operations. In the meantime, Microsoft renamed Azure Active Directory to Microsoft Entra ID. In my blog, I...

André Arnaud de Cal... 291,269 Super User 2024 Season 2
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What is the purpose of the workflow parameter ‘Require explicitly assigned users’?

Workflow and security do have strong relation in Microsoft Dynamics 365 Finance and Operations. A user not assigned to a workflow task can’t approve a workflow instance. Also, the user should have correct permissions from the security settings as ...

André Arnaud de Cal... 291,269 Super User 2024 Season 2
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Navigate Dynamics 365 F&O using Copilot

This week, I presented about AI in Microsoft Dynamics 365 F&O together with Hylke Britstra at a Dutch Dynamics Community event. While preparing for the session, I created some demos to extend the Copilot sidecar and found some hints in the coding ...

André Arnaud de Cal... 291,269 Super User 2024 Season 2
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Invalid users in Dynamics 365 F&O – 10.0.39 update

Starting in Microsoft Dynamics 365 F&O version 10.0.39, Microsoft enforced security guidelines for external users. Effectively, Microsoft disabled the cross-tenant access in Dynamics 365 F&O. This means that external users from a different tenant,...

André Arnaud de Cal... 291,269 Super User 2024 Season 2
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More options to personalize the date and time format – Dynamics 365 Finance and Op...

Personalization is an important aspect of Microsoft Dynamics 365 Finance and Operations. Removing or adding custom fields, setting default filter ranges, and changing the order of fields are some examples that make end users more productive. Next...

André Arnaud de Cal... 291,269 Super User 2024 Season 2
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Securing a menu item is not enough – table permissions

In the two earlier posts, I talked about missing parts and controls when you would create privileges from scratch. In this post, I will continue explaining about reasons for missing elements on forms due to table permissions. Or maybe you would l...

André Arnaud de Cal... 291,269 Super User 2024 Season 2