Uploaded on Jul 4, 2024
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D365 AX Technical Online Training | MS Dynamics AX Training
XDS And Security Model
In D365 Technical Privileges
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Extensible Data Security (XDS)
XDS is a powerful security feature in D365FO that allows administrators to restrict
access to data based on security policies. These policies can be tailored to enforce
data security at a granular level, such as by legal entity, department, or specific
records. XDS works by applying query-based filters to data sources, ensuring that
users only see the data they are authorized to view.
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Security Model
The security model in D365FO is role-based, where permissions are assigned to roles rather than
individual users. This simplifies security management and ensures consistency across the organization.
The security model comprises three main components: roles, duties, and privileges.
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Roles: High-level groupings that represent a user's job
function. Examples include Sales Manager, Accountant,
and Customer Service Representative.
Duties: Groupings of related tasks that users must
perform to fulfill their job responsibilities. Duties are
assigned to roles, reflecting the job's requirements.
Privileges: The most granular level of security,
privileges define specific permissions for accessing
individual objects, such as forms, tables, and reports.
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Technical Privileges
Technical privileges in D365FO are specific permissions
that grant users access to system functions and data.
They define what actions a user can perform within the
application, such as create, read, update, or delete
(CRUD) operations on specific entities.
For instance, a privilege might allow a user to create
sales orders but not delete them. By carefully assigning
privileges, administrators can ensure that users have the
necessary permissions to perform their duties without
exposing unnecessary data or system functions. www.visualpath.in
Combining XDS and Technical Privileges
The combination of XDS and technical privileges
provides a robust security framework. XDS restricts
data access at a fundamental level, while technical
privileges control what actions users can perform on
the data. Together, they ensure comprehensive
security, protecting sensitive information and
maintaining data integrity.
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By implementing XDS and leveraging the security model's role-based approach,
organizations can achieve fine-grained control over data access and actions in
D365FO, enhancing both security and compliance.
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