Dynamics 365 for Finance & Operations Security

ERP Implementations are an intimidating process. Let along thinking about the security of your data. To make things more easily understood, you need to know a few things

When looking at Dynamics 365 Finance & Operations, you need to understand how it is structured. Microsoft Dynamics has a role-based security system. Meaning you are able to assign roles or multiple roles for users.

Each role assigned gives the users access to certain parts of the system. Providing them with certain privileges and access to data or the ability to perform actions. These can be set, approved or denied in the system.

When looking at your client’s needs, you are able to document all their needs. By using Excel within the Office 365 suite, you are able to better view users & roles. Providing clients with an easily accessible to configure security and functions on Finance & Operations. This allows you to easily configure security.