Know your Dynamics 365 Security

Know your Dynamics 365 Security Somanna NetCom Learning

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AGENDA Cloud Security Encryption Authentication Data Loss Prevention Security in Finance and Operations apps

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SECURITY •

Service Security 1.

2.

•

Physical Network

Product Security 1.

2.

3.

Authentication Authorization Data security

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LCS • Microsoft assumes that all customers will follow a lifecycle like the following for all cloud deployments, and therefore need different environment topologies at each phase Evaluate 1. Develop customizations, if needed.

2. Curate a "golden configuration" environment that contains only module configurations without master or transactional data. This is to be the baseline for your data migration testing and eventual go live.

3. Install and test customizations and partner solutions on a tier-1 sandbox (Development or test environment).

4. Test customizations, partner solutions and data configuration on a tier-2 sandbox environment.

5. Deploy customizations and data configurations to a production environment with high availability

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SECURITY IN FINANCE AND OPERATIONS APPS

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INTRODUCTION • A user who isn’t assigned to a role is unable to access the Finance and Operations apps

• To access Finance and Operations and be assigned a role, a user must have an authenticated Microsoft Azure Active Directory (AAD) account • Role-based security is aligned with the structure of an organization and reflects an employee’s responsibilities

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DUTIES AND PRIVILEGES • Security can be administered either in the user interface or in code in Visual Studio • Microsoft recommends Visual Studio • Permissions can only be modified in the development environment • Permissions represent access to individual securable objects

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PERMISSIONS POLICIES • Permissions can be granted via a query that is stored in the AOT

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EXTENSIBLE DATA SECURITY FRAMEWORK • Extensible Data Security (XDS) is defined as follows: • • • •

Create a query to define the filter Create a security policy that links to that query and the restricted table Define the context for the rule Define the list of constrained (related) tables

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USER INTERFACE • You can assign users to roles automatically

• To do this, select your role and define a rule (query) for assignment

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RECOMMENDED COURSES AND MARKETING ASSETS NetCom Learning offers a comprehensive portfolio for Security » MB-901T00: MICROSOFT DYNAMICS 365 FUNDAMENTALS - Class Scheduled on Mar 01 » MB-300T00: MICROSOFT FINANCE AND OPERATIONS CORE - Class Scheduled on Mar 03 » MB-500T00: Microsoft Dynamics 365 Finance and Operations Apps Developer - Class Scheduled on Mar 15 » MB-310T00: MICROSOFT DYNAMICS 365 FINANCE - Class Scheduled on Apr 12 » MB-700T00: Microsoft Dynamics 365 Finance and Operations Apps Solution Architect Expert - Class Scheduled on Apr 26

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