Dynamics GP Data Level Security

 

I am getting requests about this subject almost from all my customers, therefore we at Dynamics Innovations have decided to develop an add-on for Dynamics GP to fulfill this request a month ago and my development team is currently in the process of developing the final touches on the utility.

The add-on is basically works on creating new Dynamic lookup that replaces traditional Dynamics GP lookups, the same lookup is used for all kind of data inside Dynamics GP and the rows are filter dynamically at runtime based on user privileges which to be setup by creating a specific view for each user/role per each business entity and the system will display only data from the linked view:

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By achieving this, the system administrator will be able to customize columns names and columns to be displayed by using SQL views or direct SQL queries and rows to be displayed, and the lookup will automatically filter rows using “like/contains” operator based on the user selection and based on the clicked column:

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The data load were enhanced to load data into .Net data grid that pulls rows from database directly into the user interface, 250,000 records were pulled within less than 7 seconds:

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In addition to the lookup functionality we have developed a routine that validates user inputs inside GP texts and will make sure that the user selected data is a part of the user query:

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The development team is currently working to enhance the navigation buttons as it might violates our security setup.

We been able to automate all the above processes and hanged with a couple of issues, the first is reports and the other is the smart list, and been able to handle smart list security by linking users view with smart list views using smart list builder, so each user will have his smart list configured, not an easy task but doable.

The last part is our challenge for the time being, we cannot figure out a solution for filtering report writer reports using available algorithms, we tried to pass restrictions fields to the reports using VBA but this wasn’t a sustainable solution, we still didn’t give up but we might not be able have this done.


Regards,

Mohammad R. Daoud MVP – MCT
MCP, MCBMSP, MCTS, MCBMSS
+962 – 79 – 999 65 85
me@mohdaoud.com
www.mohdaoud.com

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About Mohammad R. Daoud
Mohammad R. Daoud has been working as a Microsoft Dynamics GP consultant since 2004. His career path started with version 7.5; he studied every single tip of the application technicalities and did allot of successful implementations that includes functional consultations, analysis, and custom development projects. He holds a graduate degree in Computer Science and currently he is pursuing MBA degree in Accounting. In January 2007 he was nominated to the Microsoft Most Valuable Professional (MVP) certificate and was certified in April 2008 due to his online contributions in the Dynamics Community (Dynamics GP Newsgroups, Forums, User Groups and his blog: http://mohdaoud.blogspot.com). Worth to mention that he was also listed as one of the Microsoft Dynamics Top 100 Most Influential People in 2009 by DynamicsWorld. And more... • Demonstrated Passion for MS Products through participating in beta testing for some product versions, an effective member of Microsoft Connect. • Talented in securing strong high quality relationships with premier customers, partners and sales teams passionately and profitably. • Dedicated to meeting the expectations and requirements of internal and/or external customers • Problem Solver – Uses systematic approach to uncover true problem(s) and practical solution and can marshal resources to solve problem! • Proven record of effective account management, including Account Planning, Opportunity Management, and Business Management Excellence and working as part of a larger virtual team • Successful in delivering high quality technical engagements in the enterprise Dynamics GP implementations area according to customer requirements. • Dedicated, Committed, Self Motivated, Creative and highly focused with excellent communication, Negotiation, presentation, Active Listening and Objection Handling skills. • Experienced in Profitable researches and studies including white papers and technical presentations.

2 Responses to Dynamics GP Data Level Security

  1. Kumar says:

    Take a look at the Row Level Filtering POC written by David Musgrave, which handles this. :)http://blogs.msdn.com/b/developingfordynamicsgp/archive/2008/08/13/row-level-filtering-proof-of-concept.aspx

  2. Prakash says:

    Great work! Daoud. I hope your team will complete this add-on very soon and make available to customers.

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