The proper setup and administration of security and permissions within Microsoft Dynamics 365 Business Central / NAV can make all the difference. Get it right and you as the system administrator can save yourself and your users countless hours of time and frustration. Fail to optimize your setup and you’re not only going to regret it every day, but you’re opening yourself up to issues with controls and access – and you know how management and the auditors feel about that. Join this class to understand master data related to security and permissions, understand the permission hierarchy, know how to add permission sets and related permissions, and know the best practices for setup and managing. As a bonus, you’ll leave with a detailed security template to jump-start your permissions analysis.

Classes developed and delivered by New View Strategies

Class topics

• Permissions and Permission Sets
• Users and User Groups
• Change Log
• Security Planning
• Permissions Recorder

Who Should Attend?

IT Professionals and Analysts responsible for the setup and administration of security and permissions inside Business Central / NAV, and those team members are involved in any activities related to auditing system access and controls.

Learning Objectives:

At the end of this class, participants will be able to:

• Differentiate between Permissions, Permission Sets, User Groups, and Users
• Explain the pros and cons of using the Change Log
• Design or revise one’s organizational Permissions approach

Field of Study: Computer Software & Applications

Program Level: Intermediate

Prerequisites: None

Advanced Preparation: Each student will receive via email connection instructions to their individual virtual classroom link and hands-on practice environment shortly before class. Connections to both resources should be tested before class. We recommend using a second monitor while attending class.