1 March 2023

How do I gain control over my authorization setup?

By being risk-aware, you can translate trust into assurance. A tight administrative organization and internal control contributes to this and can be realized through a thorough design of the authorizations in Dynamics 365 Business Central. 

From a risk-aware perspective, before completing the implementation of Dynamics 365 Business Central, you have already ensured the separation of functions by setting up authorizations. And, of course, you have organized the management and monitoring of the quality of the authorizations, making it easy to provide internal and external accountability. You are fully in-control.

The authorization cycle

Are you in need of security and control of your primary IT system, Dynamics 365 Business Central? Then get a powerful and auditable authorization structure in place!

Setting up authorizations is not routine job and requires specialized know-how. The complexity should not be underestimated. And the budgeted investment and the desired result should not be lost sight of.

For best results, we recommend that you go through the authorization cycle. The authorization cycle consists of the following steps.

  1. Designing
    • In the first phase, you start by determining the functional design of the authorizations. You specify how your functional organization should be translated into Dynamics 365 Business Central.
    • In order to design the authorization structure, top-down with core users, the necessary authorizations should be determined.

  2.  Building
    • As soon as all permission sets are clear, they are built and grouped according to organizational roles. For a simple approach, we recommend using Authorization Box.

  3. Refining
    • Regarding the built authorizations, a refinement from table or screen level to field level or with filters may be needed. It may also be necessary to apply validations at the field level. We recommend using the Field Security and Field Validation apps for this purpose.

  4. Managing
    • In order to maintain the realized authorization structure and make everyday authorization management as simple as possible, we use the authorization management functionality in Authorization Box.

  5. Monitoring
    • Monitoring the quality of authorizations is very important for internal control. Based on the Authorization Box, you can easily (continuously) monitor this quality. It monitors data ownership, segregation of duties and conflicting authorizations.

In order to distinguish a good authorization project from a perfect authorization project, we have twenty tips for you. Follow these tips and make sure you do not overlook anything. This way, a professional authorization setup is within reach!

To listing

Discover our complete package

Our authorization software consists of the Authorization Box, Field Security app and Field Validation app. This software helps you set up, manage and monitor your authorizations.

Authorization Box

Assign, manage, and monitor authorizations

Authorization Box is the authorization solution for Microsoft Dynamics, providing a more manageable and controllable Microsoft Dynamics environment. Thanks to Authorization Box, you leave the time-consuming and complex authorization process behind.

Lees meer

Field Security

Authorize on field - dataset level

With our Field Security app you can optimize the standard permissions structure at field, filter and action level, which greatly improves the security and internal control of your Dynamics 365 Business Central application.

Lees meer

Field Validation

Field validation on user level

The Field Validation app allows you to flexibly set up business rules for your data quality. With this app you can ensure that all your data complies with the rules you have set before this data can be used in further processes and transactions.

Lees meer

2-Controlware B.V.

Haagsemarkt 1
4813 BA Breda
The Netherlands
+31 (0)76 5019470

VAT NL819640347B01
COC 20142369