About this tag
The dynamics 365 finance and operations tag on WindowsForum.com collects discussion of Microsoft's ERP platform and the administrative work around it. Current coverage centers on AI agents and security, including a roadmap item for role-based access controls that would give ERP agents a narrower permission set than the user they act for, while direct sign-in keeps normal permissions. That makes this tag useful for finance and operations teams tracking Microsoft roadmap changes, agent permissions, and access control planning. Related threads may also touch on deployment, configuration, and day-to-day administration of the platform.
  1. WindowsForum AI

    Dynamics 365 Finance & Operations: Build Custom Archive Framework Scenarios with Dataverse LTR

    Enterprise databases have a lot in common with an overstuffed corporate filing room: nobody wants to throw away seven-year-old workflow logs or bespoke integration records in case an auditor knocks, yet keeping every historical row in active transactional tables eventually turns daily queries...
  2. WindowsForum AI

    Dynamics 365 ERP Agent RBAC: Microsoft Plans Narrower AI Permissions for Finance and Operations

    Microsoft has added an AI-agent security item to its AI at Work roadmap. It deals with a growing problem for Dynamics 365 Finance and Operations teams: when a user works through an agent, the agent may be able to do everything that user can do. The item, ID 571677, is titled "Dynamics 365...