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Mastering Microsoft Dynamics AX 2012 R3 Programming by Mat Fergusson, Simon Buxton

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Restricting access to data using policies

Policies in the context of security are also referenced as Extensible Data Security (XDS). The Policies node allows us to apply a data access policy to a rule based on a query. This feature is new in Dynamics AX 2012, and replaces the record-level security used in previous releases. Record-level security still exists, but this is considered a legacy functionality, and we will not use this. The policies are defined in the AOT and not in the application database, which means we can follow robust procedures for testing and deployment.

Here's a word of caution: the data policy is defined using a query, which could add significant server load, especially when the query is not written efficiently. In order to ...

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