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Main Accounts and Financial Dimension Values security by users (or user groups)

  • 1.  Main Accounts and Financial Dimension Values security by users (or user groups)

    Posted May 29, 2020 04:58 PM

    Hello,

    Have some questions around a requirement we have in one of our D365 F&O &O projects:

     The requirement is that users (user groups) are limited on the main accounts and financial dimensions values

    they can see.

    Our team have done our due diligence in researching the use of XDS to accomplish this and it looks like it is going to be a very intensive, invasive, complex way to accomplish this given the table structures and framework of accounts and dimensions in F&O;

     Out of the many links available out there that talks abut the use of XDs to accomplish this, here's one example: https://www.axug.com/communities/community-home/digestviewer/viewthread?GroupId=925&MessageKey=a3e04bfa-597e-4c27-9012-48f6151c9aaf&CommunityKey=af0dadbe-c222-4660-9d1e-a9e3416c837a&tab=digestviewer

     We understand that XDS can be very useful in other scenarios, simpler scenarios but this scenario that we describe in the subject is not a simple one (from we understand so far) so please keep this in mind when you read the next questions:

     We want to see if anyone has any input/thoughts about this. You might find this question ridiculous but I have to ask, would you even recommend doing this using XDS? given how extensive and complex?

     Do you have any suggestions on how to accomplish this with the use of XDS or without the use of XDs even, is there a simpler solution any one knows of?

     Do you know of any 3rd party developers that has done this or anything close to this? or any ISV solutions that will accomplish this or at least closer?

     Any input/thoughts are very much appreciated.

     Thanks,



    ​​​​

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    Arctic IT - RV
    Seattle, WA
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Main Accounts and Financial Dimension Values security by users (or user groups)

    SILVER CONTRIBUTOR
    Posted May 29, 2020 07:44 PM
    Can you please elaborate your scenario requirements a bit more?

    Is this what you are referring to as given below:

    Example

    Main account - 10000..16999     Financial dimension value - 001   Restrict access to User Group 01
    Main account - 17000..18999     Financial dimension value - 002   Restrict access to User Group 02 and so on

    It would be good if we can have more clarity what your team has found as pain points while doing the due diligence using XDS and what exactly is it that you are trying to achieve? If you could list some examples that would be helpful.

    The framework of main accounts and financial dimensions is supported by Account Structures and you can restrict access to the account structures to a group of users [by restricting access to a role and assigning the role to users], using security configuration from data management platform or workspace in D365. You can have a look at the following link:

    https://dynamicspedia.com/2019/10/what-are-the-options-for-securing-data-projects/



    ------------------------------
    Shilpi Thakur
    Freelance AX/D365 Microsoft Consultant
    Dynact Consulting Ltd
    ------------------------------

    Academy - Online Interactive Learning from Experts


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