From the Microsoft Dynamics 365 Finance & Operations Blogs: User roles; Workflow approvals; 1099 vendor updates; Dual-write

April 9 2021

In this review of Microsoft Dynamics AX and Dynamics 365 Finance and Operations blogs:

  • Should you apply company restrictions to all user roles?
  • How to configure automation of approval in workflow
  • Managing 1099 vendor updates in Dynamics 365 (and AX 2012)
  • Develop custom data entities for dual-write

Should you apply company restrictions to all user roles?

Writing on his blog, Alex Meyer explained that he recently noticed a security issue in D365FO, particularly for users who've updated from Dynamics AX 2012.

The idea is that company/legal entity restrictions only need to be applied to the system user role and no other user role.

What is the rationale behind this? What issues arise if this is done? And what can be done to address this?

In his blog post, Meyer answered the questions: Why apply company restrictions to only the system user role? He then explained why this idea is flawed in many ways and wrote about the main reasons the idea is flawed. Finally, Meyer offered some advice on how to address this issue.

How to configure automation of approval in workflow in MSD365 F&O

On his MsDynamics365 Empowered Community blog, Ramit Paul wrote about a function called Automatic Actions on workflow that enables the system to auto approve/reject the workflow if the given conditions are met.

About MSDW Reporter

More about MSDW Reporter