As we discussed before (see part one), security roles hold immense significance among organizations using Dynamics 365 FO. Today, the biggest concern for any business is security, and for this reason cybersecurity in the financial sector is very in-demand right now. Previously, we talked about reviewing or revisiting access controls, managing administrator privileges, auditing reports and evaluations, learning about the security levels, new roles, understanding object types in D365 FO, and other security roles. Today, we will continue discussing further security roles to ensure that you are fully across your business’s system security.
If you are still learning to establish perfect security roles, we can help you better understand dynamics 365 finance and operations record level security.
1. Protect sensible Data Using the Table Permission Framework
AosAuthorization parameter is available for every table and field in F&O. This parameter in the Table of Permission Framework (TPF) provides an additional layer for security purposes, including social security numbers and credit card information, to secure high-risk information. TPF requests users’ specific authorization to access particular items whether or not they have permission to view the item from the menu or table.
2. Improve the Deny Permissions
The roles in Dynamics 365 finance and operations encryption allows you to have the control to deny the access permission or deny permission to perform any specific action. For example, you can easily grant specific rights to one user and deny any permission as needed for another.
3. Know Where your master data is Stored
When using the user interface, security may either be set in code or the database. You can configure security using code using the Application Object Tree (AOT). It is important to know when to migrate your security settings to other environments by understanding where your safety configurations are located.
4. Use Security Diagnostics for Task Recordings
Task recording helps managers to recognize which objects they can consume or use during task success, and one can use these recordings to configure these objects’ security settings. Administrators should not rely solely upon task records because task recordings reveal gaps.
5. Divide Master and Transactional Record Responsibilities
Most disputes come from the division of duties, where a single user may change master and transaction records of the same operation. For this purpose, it is important to enforce a mechanism to prevent the user from conducting both sides of the transaction.
6. Separate Multi-Part Transactions
Likewise, multi-part transactions need to be kept separate. If a process has several steps, the steps need a separate physical presence, or multiple users must be a part of the transaction to ensure that control is retained.
7. Understand Mitigations
Mitigation means controls or mechanisms designed to minimize the user’s risk of accessing those processes and being separate from the system’s protection.
Examples of internal mitigation include, among others, workflows and approval of managers and external mitigation activities such as bank reconciliations.
8. Use Workflows as a Mitigation
One can use Workflow as mitigation by attempting to force several users to participate in a process.
9. Get Creative with SoD for Small Departments
SoD conflicts can be challenging to avoid in small departments with a limited number of people doing transactions. However, you can be creative in setting up many user processes that ensure a certain degree of scrutiny and approval is carried out. Try first to be creative and look at mitigation processes.
10. Establish a Process to Provision Users
Taking one user’s role and copying the authorizations of this role blindly to other users can result in oversupply. Instead, you require a process that identifies the specific permissions given to every user.
The tips’ list does not end here as you may need more understanding about Dynamics 365 finance and operations row-level security for it.
Bottom Line
To build the right security protocols, you also need to understand the Microsoft dynamics 365 security architecture. It’s important to be understand Dynamics 365’s safety for finance and business features when dealing with the highest security risks.
These tips and tricks can help you to secure your users, roles, and dynamics systems. We at DHRP are always here to take you through the dynamics 365 finance and operations security roles.
