Avoid These Top 5 Mistakes When Setting Up Security in Dynamics 365 For Finance and Operations

November 12 2020

Every deployment of Microsoft Dynamics 365 Finance or Supply Chain Management (aka Finance & Operations, or D365FO) has some kind of security strategy, for better or worse. For organizations still approaching their go-live or examining how to improve an existing system, there is a lot to learn from the mistakes of the past.

Many companies fall into common security pitfalls because they are frustrated with their project or simply do not have the resources to configure their security the right way. By keeping the most common mistakes top of mind and following the rules of smart security strategy, you will be equipped with a clear understanding of how your company should be approaching security using best practices that reduce both security risk and licensing cost.

1. Dynamics AX/365FO Security is Hard

If you underestimated the difficulty of security, you are not alone. Everyone experiences security pains—even me, as the Director of Dynamics AX and D365FO at Fastpath. I work with ERP security every day and there are still situations where I need to dig into the lowest levels within a system to determine what the correct security should be.

But despite the challenges, do not let your frustrations with security prompt you to take the easy way out (like assigning the System Administrator role, as we discuss in the next section). I promise that this only gets you into more trouble.

At the end of this article I link to a new security overview class that I am offering which will help guide you through all aspects of D365FO security.

2. Overprovisioning a user’s security

This is a common mistake you want to avoid at all costs. No matter how frustrated you feel about security controls, you never want to give a user more access than they need.

About Alex Meyer

I currently hold a Microsoft MVP in Business Applications. I also have an educational blog around native D365FO security features and functionality (http://d365foblog.com). I currently work for a company called Fastpath that specializes in security, audit, and compliance solutions around several ERP and CRM applications. I have specialized in Dynamics AX/365FO security for the past 7+ years and speak at a number of user group conferences as a subject matter expert.

I launched a Dynamics 365 for Finance and Operations Security Class in November 2020. If you are looking for an in-depth D365FO security course that will take you from a security novice with no prior knowledge of the subject to having a deep understanding of security, audit, and compliance topics and functionality within D365FO, then this is the course for you! For more information please check out the course listing and reach out to meyer@gofastpath.com with any questions.

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