Resources for Dynamics 365 for Finance and Operations and AX 2012 Security

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We are all concerned with security – in every aspect of our lives. We are especially concerned with security and control when it comes to our business processes. For many companies, Microsoft Dynamics AX or 365 for Finance and Operations (D365FO) is the core of their financial management system, and protecting against fraud, misstatements, and errors is a critical. Sometimes though, it’s hard to know where to start. The below resources from the Fastpath team look at this problem from the technical and audit perspective and allow users to take control of their security.

  • Develop and Implement Least Privilege Security for Dynamics 365 for Finance and Operations E-book
    • In this E-book, we will walk through the necessary steps to take a least privilege methodology to secure your Microsoft Dynamics 365 for Finance and Operations (D365FO) environment. The least privilege methodology is the process of reducing a user’s access, so they are only allowed to perform the tasks they need to within the application. This is important for several reasons:
      • Environment Risk – if a user has more access than needed, they may intentionally or inadvertently perform actions that could put your company at risk.
      • User Licensing – since licensing is tied to user access, ensuring least privilege access is followed could save your company money on licensing costs.
      • Segregation of Duties – following the same idea as environment risk, if a user has more access than needed, they may have unnecessary segregation of duties violations that go unaddressed.
  • Security Matrix Excel Document
    • Building roles and implementing strong security in AX can be a daunting task, so we created a tool to assist in designing security roles for Dynamics AX 2012.
    • Roles in Dynamics AX were designed for ease of access, not segregation of duties. You can use this worksheet to recognize where you have conflicts, and build better roles to fit your company's needs.
  • Security and Audit Field Manual: Microsoft Dynamics 365 for Finance and Operations Book
    • This is a book about D365FO security written to help users, administrators, and auditors better understand how to plan, implement, and audit D365FO security for their financial operations. Security books tend to be heavy on theory or application, rarely including both. This Security and Auditing Field Manual is designed to help users understand sound control principles and how to apply them in D365FO.
  • Microsoft Dynamics 365 for Finance and Operations Blog
    • Covering topics like the differences between AX 2012 and D365FO security, finding new security features in D365FO, and overall X++ programming.

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