DRAG DROP (Drag and Drop is not supported)
A retail company is designing security requirements for its Dynamics 365 finance and operations apps implementation. Four sales associates enter and manage customer sales orders.
Sales associates must have access only to the forms that they require for maintaining their customers and sales orders. Sales associates must also have access only to the sales orders that they enter for the specific customers they manage.
The company must provide an annual audit report to an industry compliance governing agency with proof that the sales associates cannot perform certain tasks against their customers such as invoicing. Those tasks must be performed by a different employee of the company.
You need to implement the security controls for the requirements.
Which security controls should you use? To answer, drag the appropriate security controls to the correct requirements. Each security control may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
- See Explanation section for answer.
Answer(s): A
Explanation:
Box 1: Roles
Sales associates must have access only to the forms that they require for maintaining their customers and sales orders.
Restricting access to a form in Dynamics 365 through security roles.
In Dynamics 365, we can restrict access to forms through security roles.
Box 2: Security policies
Sales associates must also have access only to the sales orders that they enter for the specific customers they manage.
Administrators can apply data security policies to limit the data that the users in a role have access to. For example, a user in a role may have access to data only from a single organization. The administrator can also specify the level of access that the users in a role have to current, past, and future records. For example, users in a role can be assigned privileges that allow them to view records for all periods, but that allow them to modify records only for the current perioD.
Box 3: Roles
The company must provide an annual audit report to an industry compliance governing agency with proof that the sales associates cannot perform certain tasks against their customers such as invoicing. Those tasks must be performed by a different employee of the company.
Incorrect:
* personalizations
You can personalize the app and covers the following subjects:
System-wide options – These personalization options are made on a setup page and are available to all users. Examples include the color theme and time zone.
Restricted personalization access – At this access level, user actions that are associated with typical page usage are automatically saved by the app and restored the next time that you visit the page. For example, the app stores the width of grid columns if you adjust them, and the expanded or collapsed state of FastTabs.
Full personalization access – At this access level, users have access to all personalization capabilities in the app. In particular, they have access to the Personalization toolbar.
Sharing personalizations – Users who have full personalization access can export their page personalizations and share them with other users.
Administration of personalizations – Privileged users can access the Personalization administration page to manage all personalizations at an organizational level.
Reference:
https://carldesouzA. com/restricting-access-to-a-form-in-dynamics-365-through-security-roles/
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/role-based-security