Permissions errors can be triggered doing pretty much anything in Business Central, but where your employees may get error messages will vary based on the permissions assigned to them. Luckily, most permission errors actually show you where the error originated and, therefore, you have the means to resolve that error.

Access and security in Dynamics 365 CRM is a pretty big topic and can be a complex undertaking when you get into the granular details. It is the system administrator’s responsibility to configure and assign access and security, but proper setup impacts every single user, and it’s not a bad idea to have a general idea of how you and your coworkers are given access.

When we zoom out and look at it in broad strokes, your admin gives you access to CRM in three main ways: security roles, business units, and field-level security.

Data security is at the core of all of Microsoft’s business applications, and Business Central has several layers of protection for every user account. As a growth-minded solution, it’s equipped to handle the changing needs of your business, including scaling permissions up and dialing them back as often as you need.

There are a few basic components to the makeup of Business Central’s security setup: user access, user permissions, and general data security.

As your organization’s CRM or Power Platform system administrator, you’re responsible for overseeing the permissions, settings, and functionality available to all your users, and you want to ensure that everyone has access to what they need to do their jobs efficiently day in and day out. When new employees are added to the system, or when current users need increased permissions, each request must be reviewed and approved by you – and the faster they are approved, the faster they can get logged in and start on essential tasks.

Multifactor authentication (MFA) is one way – one of the best and easiest – to protect your organization from these threats. Available in Dynamics 365 and Office 365 applications, modern authentication and, by extension, MFA are considered standard and common today. You’ve no doubt encountered MFA before, even if you don’t know it now.

Beginning October 1, 2022, Microsoft will disable basic authentication for Exchange Online, making modern authentication the only possible authentication method for email functionality in Dynamics GP. This means that some companies might experience disruptions to their email and workflow functionalities in GP if basic authentication is still being used, which is often the case for those using older versions of GP. Enabling modern authentication opens the door to using multifactor authentication (MFA), as well, which we highly recommend (but more on that later).

Not sure if this affects you or what actions to take next? Read on, and hopefully we will be able to answer those questions.

As manufactures adapt to growing trends, changing needs, and accelerated demand, they need a business management solution that is as agile and responsive as their business operations. Dynamics 365 Business Central for Manufacturing is a leading midmarket manufacturing management solution that offers rich, industry-specific functionality to drive automation, cut down on overhead costs, and give your operations a cutting-edge advantage. Here are five ways manufacturers can benefit from upgrading to a cloud manufacturing ERP system like Business Central

If you’re using NAV and considering a switch to Business Central, you may have many of the same questions our own clients have asked us. To help you make your most informed decision, here are our answers to the most frequently asked questions for a NAV to Business Central upgrade.

The story behind Business Central’s growth is steeped in Microsoft’s history, and it brings clarity to the movement that many Dynamics GP users may not be aware of: though Microsoft has several ERP’s—including Dynamics GP and Dynamics NAV—Business Central is now Microsoft’s premier midmarket ERP solution. Undoubtedly, if GP is near and dear to you, you will not be on board with a migration without first knowing the answer to this question: why should a business move from an ERP they are comfortable with (such as GP) and forge ahead with a new ERP?

We’ve compiled the most frequently asked questions, and our answers, on the subject.

When you integrate an ERP such as Dynamics 365 Business Central, you get essential functionality and features out-of-the-box. But if you stop there, you’d miss out on opportunities to make your system work harder for you. Depending on your industry and specialty, you want to take advantage of add-ons, extensions, and ISVs that can take the already powerful ERP functionalities to the next level and more specifically geared to your needs.

Positive Pay and Continia are tools you can use to extend Business Central, not just to add functionality, but to keep your business safe and running smoothly.

Though the cloud-based ERP market may feel saturated, when the granular details of each solution come to light, it’s easier to narrow the field. Business Central offers high customizability, modernization, flexibility, scalability, security, automation, and seamless integrations with other applications—both Microsoft applications and 3rd party—all built upon a proven, successful ERP solution. As a part of the expansive Microsoft ecosystem, Business Central can be leveraged as a powerful cloud ERP independently, but you will reap unique and calculable benefits from employing other components within the ecosystem Business Central is part of.

Although writing physical checks is slowly becoming a thing of the past, check fraud prevention is more important than ever. In 2018, the American Bankers Associated estimated that attempted check fraud surpassed $15 billion. So, what can businesses of any size do to buckle down on their financial security?

Utilizing Safe Pay features in Dynamics GP is an added layer of verification for outbound checks and payments. Once Safe Pay is set up, it’s quite straightforward to use, not to mention an easy practice to incorporate into the check running process.

One way to crack down on potential digital payment and check fraud is by implementing Positive Pay, a fraud protection service offered and used by many banks, which can be considered an automated second set of eyes that monitors checks and payments and flags things that may cause concern. So, how exactly does Positive Pay work, and why should you implement it?

As we continue to push forward, cloud hosting is very much becoming a dominant player for business data. Many legacy systems are starting to age-out and need to be replaced. For many of these businesses, it can be difficult to finally make the call to upgrade, let alone migrate to the cloud. If the company is accustomed to managing everything in-house, that pass-off can be a bit daunting. Once you get past your initial “what-ifs” of making the switch, a cloud-based ERP system has many benefits over traditional on-premises server.

When onboarding a new employee, the ability to quickly and efficiently provide permissions is paramount to that new employee settling in and jumping into the flow of work. Just as, if not more, important is taking access or abilities away if a position has shifted or an individual no longer works for the company to prevent over access and abuse of it.

Dynamics 365 applications have a variety of pre-built and editable security roles admin can assign to groups of employees, streamlining and enhancing security across the organization.

The majority of ransomware attacks begin with phishing emails. Malware (malicious software) is hidden in an attachment, like an invoice or a report. As soon as the attachment is opened, the ransomware spreads through the device, locking files, systems, or networks and leaving behind a ransom note. Even the most minor attacks can set an organization back with lost time due to disrupted operations—not to mention the risk of compromised proprietary information, financial loss, and even the hit the organization’s reputation may take as a result.

Today, security is not so easy as having your assets in a bank lockbox. With passwords required for almost all online accounts and most accounts being online nowadays, it’s hard to remember account usernames and passwords. It’s tempting to reuse them. But with over 300 million fraudulent sign-in attempts to just Microsoft’s cloud services each day (not to mention all other attempts), no one can afford to play fast and loose with their online security.

Multi-factor authentication (MFA) is the standard of online security, and accounts that use MFA are 99.9% more protected from account compromise attacks than using a password alone.

As remote and hybrid workplaces become standard, so too does the technology to solve these common workplace situations. OneDrive and SharePoint are two cloud document storage and management services that greatly enable flexibility in how, when, and where employees work.

Each give users access to files from anywhere, and each have unique strengths and should be used in different situations: while OneDrive enables file organization and storage on an individual level, SharePoint aids a company’s storage and management of cloud documents at the organizational level.

Any company that offers a product or service, collects data related to residents, or otherwise operates within the European Union must be sure it complies with the General Data Protection Regulation (GDPR). It can be a bit confusing to navigate at first, particularly for organizations in the U.S. or otherwise outside of the EU. Dynamics 365 Marketing is fully equipped and ready to easy the process of ensuring data collection procedures meet the requirements of the EU.

Many programs including Microsoft 365 and Dynamics 365 utilize Active Directory to conduct authentication, but this blog will focus on Dynamics 365 Business Central Online and how it uses Active Directory to create seamless integration between most of Microsoft’s products.