Creating Read-Only Roles for Microsoft Dynamics 365 Finance and Supply Chain Management
This blog post was authored by Sarah Guthrie - Senior Consultant, Enterprise Application Solutions on Protiviti's technology insights blog.
In today’s fast-paced business landscape, organisations rely heavily on robust enterprise resource planning (ERP) systems like Microsoft Dynamics 365 Finance and Supply Chain Management to streamline operations and drive growth. However, granting unrestricted access to sensitive financial and operational data can pose security risks and compromise data integrity. That’s where read-only roles come into play, providing a powerful solution to strike a balance between providing visibility and restricting modification capabilities.
Microsoft Dynamics 365 Finance and Supply Chain Management gives clients the ability to customise their security environment, providing the flexibility needed to modify Dynamics 365 security to fit their business and user needs. At a high level, the elements that make up Dynamics 365 security are roles, duties, privileges and securable objects. When modifying security, it is best practice to follow the security hierarchy. This hierarchy states that securable objects are assigned to privileges, privileges are assigned to duties, duties are assigned to roles, and roles are assigned to users. This enables security to be linear and uniform, preventing confusion or accidental incorrect assignment.
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