From the Microsoft Dynamics 365 Finance and Supply Chain Management: Security myth; Budget planning; Deployment changes; Security role assignment

In this review of the Dynamics 365 Finance and Supply Chain Management blogs:

• Security Myth: Applying company restrictions to just the system user role
• Begin the year with strategic budget planning
• Big changes ahead for deployments
• Security role assignments

Security Myth: Applying company restrictions to just the system user role

On his blog, Alex Meyer wrote that securing ERP systems is often complicated and rarely straightforward. He stated that over the years, he's heard many ideas for creating an "easy fix" to set up or manage security. However, most of these approaches don’t follow best practices, and some can even be outright wrong, putting your organization at risk of security breaches.

With that in mind, Meyer explained that he's decided to start an ongoing series about the common "security myths" he's encountered. He noted that although he'll focus on D365 F&O, these lessons usually apply to other ERP systems as well.

In this blog post, Meyer discussed one myth in detail: You can restrict legal entity/company access within D365 F&O by just restricting the system user role.

Begin the year with strategic budget planning in D365 Finance

On the Logan Consulting blog, Maya VanderWoude shows you how to use D365 Finance to make budget planning easier and more effective, helping you kick off the year on the right track.

First, VanderWoude explained in detail why you should begin the year with budget planning. She then discussed the key features of budget planning in D365 Finance and offered information on the steps you need to take to ensure you have a successful budget plan. 

Finally, VanderWoude wrote about the benefits of budget planning with D365 Finance. She stated that with D365 Finance, you can simplify your budgeting, improve accuracy, and make smarter decisions for the year ahead.

Big changes ahead for D365 Finance & Supply Chain deployments

An author writing on the Ellipse Solutions blog noted that Microsoft is making key changes to how D365 Finance and Supply Chain Management is deployed, focusing on improving efficiency and user experience. The author wrote that these updates are important for organizations planning to adopt or already using these tools.

The author stated that these are the key changes:

• Licensing and permissions: Stricter licensing in lifecycle services ensures only authorized access, improving security.
• Storage: Dataverse integration uses more storage, but Microsoft adds 3GB per environment to help.
• Deployment: Power Platform integration is now required, streamlining setup for better efficiency.

The author also offered recommendations on how organizations using D365 F&SCM can navigate these changes effectively.

Security role assignments in Dynamics 365 Finance and Operations

An author writing on the Dynamics 365 ERP Applications in Digital Transformation blog explained the different ways to assign security roles to users in D365 Finance and Operations. The author stated that these methods are important for managing user access and keeping the system secure.

The author wrote that in both Dynamics AX and D365 F&O, every user is assigned a security role because each person has a specific function to maintain a segregation of duties-compliant environment. These roles are called role-based security roles because they're designed to match each user's responsibilities and access needs.

In the blog post, the author discussed role assignment levels, the automatic role assignment methods as well as the manual role assignment methods.