How to Implement Role-Based Reports in Microsoft Dynamics 365 for Secure Departmental Access?
Table of Contents
Question
Your company needs to publish a series of financial reports from their Microsoft Dynamics 365 finance and operations apps to be consumed by different departments with varying levels of access.
You need to publish these reports while ensuring that each department only sees data relevant to their operations.
Which approach should you recommend?
Select only one answer.
A. Create and publish role-based reports in Dynamics 365 and configure the appropriate security roles for each department.
B. Use Azure Data Lake for storing reports and manage access through Microsoft Entra ID.
C. Publish all reports to a shared folder and manually distribute access links to each department.
D. Generate a single comprehensive report and instruct departments to filter data as needed.
Answer
A. Create and publish role-based reports in Dynamics 365 and configure the appropriate security roles for each department.
Explanation
The correct approach is creating and publishing role-based reports in Dynamics 365, configuring appropriate security roles for each department. Other options either don’t enforce data security, allow access to irrelevant data, or unnecessarily complicate the process. Hence, the role-based report approach ensures department-specific data access and maintains data security.
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