Alex Meyer on security and audit for Dynamics 365 for Finance and Operations

This episode of the MSDW Podcast is sponsored by Sana Commerce.

Alex Meyer of FastPath is closing out 2019 on a high note. He released a new edition of his book Microsoft Dynamics 365 Security and Audit Field Manual along with co-authors Andy Snook and Mark Polino. And was recently named a Microsoft MVP for the first time.

We talk with Alex about the new edition of the book and how his own views around Dynamics 365 for Finance and Operations (D365FO) are evolving as the product undergoes changes to licensing and adds more Power Platform touch points. The book has a technical side and an audit side, he says. It explores both how to set up security in a conceptual way, then how to implement it. And, he explains that while core concepts remain mostly unchanged amid product updates, fast moving updates around areas like the Power Platform do deserve a closer examination.

Show Notes

• 1:00 – Product updates that warranted a new look at security
• 2:00 – What the One Version approach means for managing security
• 5:00 – Guiding principles of security in D365FO
• 7:15 – Why use task recordings for least privilege security
• 9:00 – How to approach field level security
• 10:30 – Implications of the change from a single "Finance and Operations" license to "Finance" and "Supply Chain Management" licenses.
• 12:00 – GDPR today.
• 16:00 – Managing security around solutions that incorporate the Power Platform tools
• 18:30 – The security considerations for data outside of the transactional database