Book Image

Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition

By : Simon Buxton
Book Image

Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition

By: Simon Buxton

Overview of this book

Dynamics 365 Finance and Supply Chain Management is Microsoft’s ERP solution, which can be implemented as a cloud or on-premise solution to facilitate better decision-making with the help of contemporary, scalable ERP system tools. This book is updated with the latest features of Dynamics 365 Finance and Supply Chain Management including Chain of Command (CoC), Acceptance Test Libraries (ATL), and Business Events. The book not only features more than 100 tutorials that allow you to create and extend business solutions, but also addresses specific problems and offers solutions with insights into how they work. This cookbook starts by helping you set up a Azure DevOps project and taking you through the different data types and structures used to create tables. You will then gain an understanding of user interfaces, write extensible code, manage data entities, and even model Dynamics 365 ERP for security. As you advance, you’ll learn how to work with various in-built Dynamics frameworks such as SysOperation, SysTest, and Business Events. Finally, you’ll get to grips with automated build management and workflows for better application state management. By the end of this book, you’ll have become proficient in packaging and deploying end-to-end scalable solutions with Microsoft Dynamics 365 Finance and Supply Chain Management.
Table of Contents (17 chapters)

Creating policies

The term security policies is a slight misnomer. It is also known under a more accurate term of Extensible Data Security (XDS). It is an evolution of record-level security that was deprecated from AX 2012: you could still do this, but it wasn't a recommended approach.

In this scenario, we will create a policy that only allows access to vehicles of the truck type. We will have a team that only has access to trucks when creating service orders.

How to do it...

To create a role, follow these steps:

  1. Choose to add a new item to the project.
  2. In the Add New Item dialog, select Data Model from the left-hand list and Query from the right.
  3. Enter ConVMSVehicleTruckPolicy in the Name field and click on Add.
  4. In...