You could also add the retail stores separately or some business units and some stores. In this example, we will assign the business unit “Fashion” including children. Microsoft did only implement the legal entity assignment to be able to limit access per company. For your understanding, assigning organizations to security roles granted to a user is not limited to legal entities only. Add the Retail Operations Manager role to David and assign organizations.You only need to add this hierarchy to the organization hierarchy purpose Security. The organization model is based on Retail channels and has an example of dividing the stores into three main groups. Organization hierarchy “Retail Stores by Business Unit”.After the development is completed (details provided below), the solution is working in the next way: Out of the box, this was not possible, so a customization was needed to be able to restrict the access. The Contoso demo data, has about 35 retail stores. It was decided to restrict access so, they can only view data related to their own channels/stores. Now assume that in this organization there are multiple retail operation managers which are responsible for their own group of retail channels/stores. The retail operations manager is at least able to see the retail stores and related transactions. In this example, I used a persona called David, which is setup as a Retail Operations Manager.įor the demo I used out of the box examples, like the Retail operations manager role and an organization hierarchy. What it does functionallyĪ few years ago, I created a demo which would give a user access to specific sales orders belonging to a certain department or sub departments, based on the organizational hierarchy. In this blog, I will explain you how this “Secure by retail channel” works functionally and technically. ( Extensible Data Security examples for Microsoft Dynamics) In a former blog, you can find the link for downloading the objects for this example.
For another presentation during the Summit EMEA in Dublin this year, also about organizational hierarchies, I decided to create a new demo. After the presentation, I lost the demo and objects used at that time.
While preparing the session, I suddenly got the idea to combine security role assignments, organizational hierarchies and XDS. The topic was about the Organizations and Hierarchies. While working on one of my first AX2012 implementations, I also had to do a presentation for a Dutch community. Then also I learned about the eXtensible Data Security (XDS) concept. When I initially learned AX 2012, before it got released, I was quite enthusiastic about the security changes and the organization hierarchies.
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