D365 Finance & Operations and Dynamics AX Forum

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D365 Security

  • 1.  D365 Security

    Posted 18 days ago
    Regarding formula security, is there a way in D365 to limit the access to certain formulas only to selected users?

    So basically, users with formula access could see 99.99% of the formulas, but they could not access the specific formulas unless configured to do so.

    Thanks!

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    Austin Winkler
    Griffith Foods
    Alsip IL
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  • 2.  RE: D365 Security

    TOP CONTRIBUTOR
    Posted 17 days ago
    Austin,

    Which formulas specifically are you looking to secure? What form do these appear on?

    Just trying to figure out where these are used to know what security to apply.

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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: D365 Security

    Posted 17 days ago
    Hi Alex,

    Thanks for the response. We have all of our formulas in the form: Product information management > Bills of Material and Formulas > ​Formula.

    Lets say we have 100 formulas in that page, we are ok with our formula team (who already have the security roles designed to maintain that page) seeing the formula lines for 99 of the formulas, but 1 of the formulas is proprietary and we would like to limit the access to that formula to one selected user.

    Is that possible?

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    Austin Winkler
    Griffith Foods
    Alsip IL
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  • 4.  RE: D365 Security

    TOP CONTRIBUTOR
    Posted 17 days ago
    This would require XDS / record level security to implement.  And keep in mind, if this proprietary formula is really secret, you would also want to restrict access to production / batch order formulas for this item, and BOM / Formula explosions from MRP and cost rolls if you are standard cost.

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    Colby Gallagher
    Managed Application Services Supervisor
    RSM
    OH
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