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Securing Budget vs Actual by department owner

  • 1.  Securing Budget vs Actual by department owner

    SILVER CONTRIBUTOR
    Posted 29 days ago
    We would like to roll out access of department budgets to the owners assigned.  Each budget has salary information and we would like to make sure owners only see their budgets.

    Has anyone does this and can offer any guidance.

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    Maggie Dominguez
    Director of IT
    Dixie Chemical Co.
    Pasadena Tx
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  • 2.  RE: Securing Budget vs Actual by department owner

    MICROSOFT MVP
    Posted 28 days ago
    Maggie,

    You would be wanting to use Extensible Data Security or XDS: https://alexdmeyer.com/2019/02/20/extensible-data-security-xds-framework-in-d365fo/

    This is Microsoft's answer for questions like yours when you want to restrict a user to only be able to see some objects of a particular type based on a parameter. So in your case you would be restricting which budgets a user could see based on a owner -> budget association.

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    Alex Meyer
    Director of Dynamics AX/365 for Finance & Operations Development
    Fastpath
    Des Moines, IA
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  • 3.  RE: Securing Budget vs Actual by department owner

    SILVER CONTRIBUTOR
    Posted 25 days ago
    :-)   You were my next stop,  we are a Fastpath Customer.

    Reviewing and going to try to setup in my UT environment.

    Thank you

    ------------------------------
    Maggie Dominguez
    Director of IT
    Dixie Chemical Co.
    Pasadena Tx
    ------------------------------



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