How to Import or Export a Customized Security Configuration Using Data Management in D365 Finance and Supply Chain

by | May 21, 2021 | Dynamics 365 for Finance and Operations

Data management and security are key elements for managing and using your data comprehensively. Learn how to export or import data safely and quickly in Dynamics 365 Finance and Supply Chain with this step-by-step guide.

Export Customized Security Configuration

  1. Go to System administration > Workspaces > Data management.
  2. Select the Export tile.
  3. In the Group name field, enter a name for the group.
  4. Set the Generate data package option to Yes.

custsecconf

  1. Select Add multiple to open the drop-down dialog box.
  2. Filter the entities by setting the following fields:
      • In the Entities field, enter Security.
      • In the Entity category field, select Master.
  3. In the Target data format field, select Excel.
  4. Select the applicable security customization entities.
      • SystemSecurityUserRoleOrganizationEntity – Assignment of organizations to security roles.
      • Security segregation of duties rule – Segregation of duties rules.
      • Security segregation of duties conflict – Segregation of duties conflicts. This entity has unresolved conflicts but also reviewed conflicts.
      • SystemSecurityUserRoleOrganizationEntity – Assignment of organizations to security roles.
      • Security segregation of duties rule – Segregation of duties rules.
      • Security segregation of duties conflict – Segregation of duties conflicts. This entity has unresolved conflicts but also reviewed conflicts.
  1. Select Add selected.

In version 10.0.12 and later, ignore any warning messages about data length. Those messages aren’t applicable, because the entities that are included use containers are in data package mode.

  1. Select Close.
  2. Make sure that the Sequence field is set in the order of the entity dependencies. Privileges should be first, then duties, and finally roles.
  3. Select Export.
  4. Select Close.
  5. Wait for the job to be completed. Select Refresh to view the status.
  6. Select Download package.
  7. Save the package.

Import Customized Security Configuration

  1. Go to System administration > Workspaces > Data management.
  2. Select the Import tile.
  3. In the Group Name field, enter a name for the group.
  4. Select Add file.
  5. Select Upload and add.
  6. Find the exported package, and then select Open.

In version 10.0.12 and later, ignore any warning messages about data length. Those messages aren’t applicable, because the entities that are included use containers are in data package mode.

  1. Select Close.
  2. Select Import.
  3. Select Close.
  4. Wait for the job to be completed. Select Refresh to view the status.

Source: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/import-export-customized-security

Support Hours of Operation

support hours image
Locations & Contact Information

Stoneridge Software – Barnesville (HQ)

118 Front St S
Barnesville, MN 56514

Stoneridge Software – Minneapolis

5775 Wayzata Blvd, Suite 690
Minneapolis, MN 55426

Stoneridge Software – Fargo

2000 44th St S

Fargo, ND 58103

 

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

june

02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

16jun10:00 am10:30 amHow AP automation can speed up month-end close in D365 Finance

17jun11:00 am12:00 pmConfab Live with Stoneridge – Real Time Marketing Strategies for Success

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

30jun10:00 am10:30 amAP Automation Checklist for a 2022 Rebound

30jun2:00 pm2:30 pmAchieving Success: How Technology Is Helping Nonprofits Thrive

july

01jul11:00 am12:00 pmConfab Live with Stoneridge – Dataverse Virtual Entities

14jul12:00 pm12:30 pmBeyond Reporting - What Business Intelligence Can Do For Your Agribusiness

15jul11:00 am12:00 pmConfab Live with Stoneridge – Integration Strategies for End User Success

21jul10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

21jul12:00 pm1:00 pmIs it Worth it to Upgrade to Dynamics 365 Finance and Supply Chain Management? - Everything AX Users Need to Consider

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X