D365FOAdviceTips

Tag: Security

  • MCP Agents in D365 Finance: Serious Responsibility

    MCP Agents in D365 Finance: Serious Responsibility

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    by

    Sebastien Manjony
    in

    The Model Context Protocol (MCP) serves as a universal interface connecting AI agents to enterprise data systems, particularly within D365 Finance. It provides real-time access to ERP data while requiring D365 version 10.0.47 or later. Implementation teams must prioritize security, avoid direct production connections during development, and define agents’ scopes to prevent unauthorized actions. An…

  • Configuring Process Hierarchies in D365 Finance

    Configuring Process Hierarchies in D365 Finance

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    by

    Sebastien Manjony
    in

    The User Security Governance module simplifies managing security processes, roles, and privileges. It establishes a flexible hierarchy for creating roles based on business needs, optimizing license costs and reducing data fraud risks. Key features include task creation, entry point assignments, and segregation of duties to ensure compliance. System administrators can leverage task recordings and existing…