Dynamics 365 Business Central Security

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ERP systems such as Dynamics 365 Business Central serve as the backbone of many integral business processes and are critical to the day-to-day functioning of many organizations. Therefore, ensuring that security and compliance measures stay in place when implementing and adopting your new system is crucial.

The Importance of Dynamics 365 Business Central Security

Business Central is a robust ERP that connects teams across organizations to streamline operations. To do this, it stores a large amount of confidential data, and it is important that you implement efficient security protocols to maintain the integrity of this data. By having tight security measures in place, you can reassure users that their data is secure, making them more likely to adopt the platform in their day-to-day role.

Business Central online comes with various security measures right out of the box, including MFA, data encryption, malware scanning, and an Azure-integrated security framework. It also comes with other features for user security, such as pre-defined permission sets and user groups. However, pre-defined permission sets are unable to be edited, which can sometimes make it difficult to achieve the level of control you might desire.

How Security Works in Dynamics 365 Business Central

User groups define who has permissions, and permission sets define what user groups can access. All users have to be assigned at least one permission set in Dynamics 365 Business Central, and these permission sets can only be edited if they are user-defined, not pre-defined. Once you create a permission set, you can add and manage multiple permissions at a time to ensure users only access the data they need but also make it easy enough for them to access this data without having to jump through too many hoops.

The Impact of Tight Security Controls on Users

Obviously, having stringent security measures in Business Central is crucial for protecting sensitive data, however, you should ensure that you are not locking security down too tightly. By being overly restrictive with permissions, employees may not be able to access the data they need instantly, which will slow them down in their day-to-day roles and have a negative impact on efficiency. For example, by assigning pre-defined permission sets, you might find that users are restricted from accessing information they need, and due to inflexibility in editing these permission sets, it can be hard to fix the problem.

Therefore, contrary to what you may usually hear, we recommend starting off with slightly looser security. By starting off with looser security with your initial deployment, you can avoid frustrated users by ensuring that data is not too tightly locked down due to overly rigid permissions. If users are unsatisfied and inconvenienced due to your security setup, they will be less likely to adapt to your Dynamics 365 Business Central ERP.

business central security

Gain Greater Control over Business Central

As discussed above, Dynamics 365 Business Central’s pre-defined permission sets are typically either too broad or too restrictive and cannot be edited, which is why user-defined permission sets are a better choice. Even with these, however, you might find that you still don’t have fine enough control over who can access what data.

Luckily, there are numerous apps designed specifically for this purpose, such as Advanced Cloud Security, which allows administrators to more precisely control who has permission to access and edit data in your ERP system.

Exhale Deeply with Granular Control Over Business Central Security

While Business Central is a powerful tool that is integral to the day-to-day operations of many businesses, the pre-defined permission sets are quite limiting in terms of what you can do, and user-defined permission sets within the app typically don’t allow you to have granular control over your data either. This is why we recommend downloading an app to extend the functionality of Business Central and make the most of your investment in your ERP system.

If you still have questions about best practices for Dynamics 365 Business Central security measures, don’t hesitate to get in touch with the EFOQUS team!


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