QuestionQ229

Implement security and optimize performance

A company implements Dynamics 365 Finance.

Users must be prevented from viewing vendors according to vendor group.

You need to create an Extensible Data Security (XDS) policy to satisfy this requirement.

In which order should the actions be performed? Move all actions into the answer area and arrange them in the correct sequence.

Drag & Drop
Create a policy query for the primary table.
Add a constraint table to the security policy.
Build and sync the XDS policy.
Create a security policy.
Explanation

An XDS policy query defines the permitted records for the primary table. The security policy then uses that query, and constraint tables extend the policy to related tables. Building and synchronizing applies the metadata changes so that the policy is enforced.

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