Advanced Cloud Security Documentation
Index

Key Features

Advanced Cloud Security +Compliance provides a comprehensive set of security and compliance features for Microsoft Dynamics 365 Business Central. This page summarizes the main capabilities of the app.

Field-Level Security

Control the visibility and editability of individual fields on pages.

Field Visibility

  • Hide sensitive fields from unauthorized users
  • Control visibility on both card and list pages
  • Apply to standard and custom fields
  • Visibility rules apply across the entire application

Field Editability

  • Make fields read-only for specific users
  • Allow viewing without modification rights
  • Combine with visibility for complete control
  • Useful for separation of duties scenarios

Action Security

Control access to page actions (buttons and menu items).

Capability Description
Hide Actions Completely remove actions from the user interface
Disable Actions Show actions as grayed out/unavailable
Action Groups Control entire groups of related actions
Promoted Actions Manage promoted actions on the action bar

Data-Level Security

Filter the records users can see based on field values.

Static Filters

  • Define fixed filter expressions
  • Apply to any field in the source table
  • Multiple filters combine with AND logic
  • Filters apply transparently to users

Dynamic User Filters

  • Use filter codes (e.g., UF_50 for User ID, UF_23 for Location Code)
  • Each user has specific values assigned in the User Security Filters page
  • Filters resolve at runtime based on the logged-in user
  • Ideal for "see only your own records" scenarios

Compliance Module

Track and control changes to sensitive fields.

Change Tracking

  • Monitor changes to designated fields
  • Capture old and new values
  • Record who made the change and when
  • Maintain complete audit trail

Approval Workflow

  • Require approval before changes take effect
  • Define approver users and groups
  • Email notifications for pending approvals
  • Approval rules by table and field

Compliance Logging

  • Permanent record of all compliance events
  • View approval history
  • Export for auditing purposes
  • Integration with Business Central's audit capabilities

Security Assignment

Multiple ways to assign security features to users.

Assignment Method Use Case
Direct User Assignment Specific security for individual users
Security Groups Security based on group membership
Permission Sets Security tied to permission set assignments
Combined Multiple methods work together

Extension Generation

Dynamic extension creation for your security rules.

  • Generates AL code automatically
  • Creates page extensions for all affected pages
  • Compiles and installs the extension
  • Must regenerate when security definitions change

Effective Security View

Review the actual security applied to any user.

  • See all security features affecting a user
  • Understand security from all sources (direct, groups, permission sets)
  • Troubleshoot access issues
  • Verify security configuration

Multi-Company Support

  • Security features defined once, used across companies
  • Compliance configured per company
  • User filter values can vary by company
  • Efficient management for multi-company deployments

Integration Features

  • Works with standard Business Central pages
  • Compatible with other extensions
  • Application Insights telemetry
  • Standard Business Central licensing