XDS in Dynamics 365 Finance and Operations

What is Extensible Data Security (XDS) in D365FO?

Extensible Data Security (XDS) Policies in Dynamics 365 Finance & Operations: XDS policies add an extra layer of protection on top of standard role-based security by enforcing record-level access controls. In practice, each XDS policy defines a query that filters data at the table level, ensuring users can only access records that meet the specified criteria. This approach allows organizations to tightly control sensitive data visibility within Finance and Operations apps while still leveraging the familiar role-based security model.

Target Audience

Restricto is designed to enhance security and control within Microsoft Dynamics 365 Finance and Operations. It is particularly valuable for professionals who manage system configurations, data access, and operational workflows. Here’s a closer look at who benefits from Restricto:

Functional Consultant

Functional consultants play a critical role in configuring and optimizing Dynamics 365 to meet business needs. With Restricto, they can easily implement security policies without extensive development, ensuring users only have access to relevant data and actions.

System Admin

System admins are responsible for maintaining the security and integrity of the D365FO system. Restricto helps them enforce role-based access and action restrictions, reducing security risks and unauthorized transactions.

Key User

Key users, such as finance managers, warehouse supervisors, or procurement specialists, play a crucial role in daily system operations. With Restricto, they can ensure that employees in their department only perform authorized actions and access relevant data. After receiving proper training, key users can independently manage user permissions within their department, enhancing security and operational efficiency without relying on IT or system administrators.

IT manager

IT Managers oversee the overall performance, security, and efficiency of the organization's IT infrastructure, including Microsoft Dynamics 365 Finance and Operations. Restricto helps IT Managers implement structured access control policies without the need for extensive custom development. By using Restricto, they can ensure that only authorized users can access sensitive data or perform critical actions, reducing security vulnerabilities while maintaining system performance and compliance with internal policies.

Developer

Developers working with Dynamics 365 often need to create custom security solutions. Restricto simplifies this process by offering a structured, no-code way to implement data and action restrictions, reducing development efforts while ensuring compliance.

Business Owners & Executives

Decision-makers who oversee operations can benefit from Restricto’s ability to minimize financial and operational risks. By restricting unauthorized actions, business leaders can prevent fraud, ensure accountability, and maintain data integrity across departments.

What is the issue Restricto try to solve?

Developer-Dependent Security

Traditionally, only developers can implement data and action restrictions based on business requirements, limiting flexibility.

Resource Intensive

Conventional methods require at least a functional consultant and a developer to complete security tasks, whereas Restricto enables a single trained user to manage these tasks independently.

Lengthy Development Time

The traditional approach involves extensive development time, delaying deployment and response to changing needs.

Difficulty in Modifying Policies

Once set, modifying traditional security policies is challenging and often requires additional development efforts.

Deployment Downtime

Traditional methods necessitate deploying packages, which can cause system downtime, while Restricto applies changes in real time with zero downtime.

XDS in Dynamics 365 Finance and Operations

Who Can Use Restricto?

Restricto is a comprehensive, no-code security solution designed to simplify and streamline access control within Microsoft Dynamics 365 Finance & Operations.

Data Restrictor

Restrict a specific table Dynamically, as well as the forms and reports associated with that table.

Action Restrictor

Restrict a user operations that related to warehouse activities.

Rapid Deployment

Get up and running in less than a day, accelerating time-to-value.

Reduced Resource Needs

A single trained user can manage security policies, eliminating the need for both a developer and a functional consultant.

Real-Time Updates

Apply changes instantly with zero downtime, unlike traditional package deployments.

No Coding Required

Easily set up data and action restrictions without developer intervention.

Flexibility & Scalability

Quickly adapt policies to evolving business needs, ensuring ongoing compliance.

Cust Cost

Minimize development and maintenance costs by reducing reliance on specialized technical resources.

Restricto Pros

Restricto offers a powerful, no-code security solution that dramatically simplifies access control in Microsoft Dynamics 365 F&O. Its rapid deployment, real-time updates, and easy policy modifications reduce reliance on developers and consultants, cutting both time and costs. Additionally, Restricto enhances compliance with built-in audit trails, ensuring scalable and flexible security management tailored to evolving business needs.

Questions & Answers

1. What is Restricto?

Restricto is a comprehensive, no-code security solution for Microsoft Dynamics 365 Finance & Operations. It empowers organizations to manage both data access and operational actions through an intuitive interface without relying on extensive development efforts.
2. How does Restricto simplify security management?

By allowing non-technical users to configure and modify security policies directly, Restricto eliminates the need for developers and functional consultants. This results in rapid deployment, real-time updates, and significant cost and resource savings.
3. What are the main components of Restricto?

Restricto is built around two key features: the Data Restrictor, which enforces granular data access control, and the Action Restrictor, which manages and restricts specific user operations related to critical functions.
4. Who benefits from using Restricto?

Restricto is ideal for a wide range of users including IT managers, system administrators, functional consultants, key users, developers, and compliance teams. It streamlines security management for both technical and non-technical stakeholders.
5. What challenges does Restricto address compared to traditional XDS policies?

Unlike traditional XDS policies that require complex coding and lengthy deployment cycles, Restricto eliminates the dependency on developers, reduces resource needs, and offers real-time policy modifications with zero downtime, thereby enhancing overall system security and efficiency.
6. What are the primary benefits of implementing Restricto?

Key benefits include rapid deployment, lower total cost of ownership, ease of policy modification, enhanced compliance with built-in audit trails, scalability to adapt to evolving business needs, and a user-friendly experience that significantly reduces technical dependency.

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