security-en
Workflows are at the core of governance in Dynamics 365 Finance. They determine who approves what, how exceptions are handled, how financial control is applied, and how operational bottlenecks are avoided. Yet most organizations implement them poorly — unclear notifications, too many approval levels, unnecessary exceptions, incomplete conditions, approvers missing the
security-en
Segregation of duties (SoD) is one of the most important internal controls in any ERP. But in D365 Finance, it’s also one of the most misunderstood — and the source of the most frequent audit findings. Here are the 10 SoD conflicts auditors always flag, why they matter, and how
security-en
Licensing in D365 Finance isn’t intuitive. Functional boundaries, new licensing rules, and misclassified roles often cause organizations to overpay every month without realizing it. Here are five practical, real-world tips to reduce licensing costs without disrupting day-to-day operations. 1. Start by Validating the Active User List Most companies still
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Microsoft’s new licensing validation model for Dynamics 365 Finance & Operations is one of the most significant governance shifts since the platform moved to the cloud. For years, organisations could rely on intent rather than strict enforcement: assign the roles you think users need, trust that your licensing aligns,
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Introduction — Why Security Role Design Is a Governance Issue Many organizations treat ERP security as a technical step done late in the project. In reality, security design reflects organizational accountability — it defines who can act, who can approve, and who is accountable for what. A poorly structured model leads to
Microsoft Dynamics 365 Finance
Microsoft introduced a new User Security Governance (USG) feature starting with version 10.0.43 (preview). While the technical setup is owned by IT, its true impact is on governance, compliance, and cost control. Here are 10 key points to understand from a business perspective — for CFOs, project managers, and
Security
Security is more than “who can click what.” These ten decisions prevent audit pain, workflow failures, and licensing surprises. 1) Optimize licensing (right-size by usage, not by title) Design roles with the lowest-cost license that still covers the required actions. Separate workflow approvers/readers from daily transaction users: * Approvers / reviewers