Security in Dynamics 365 Finance & Operations is more than just locking things down. It’s about giving the right people, the right access at the right time, removing unnecessary permissions, and aligning your controls with both compliance and business needs. We specialize in configuring least-privilege security, custom risk-assessed roles, and audit-ready documentation. All without piling complexity on your team.
Microsoft Dynamics 365 security configuration and management
Secure access without disruption
What we do
Precision and control in D365 security
As Dynamics 365 environments grow, default security roles and configurations can easily drift into over-permissioning, creating risk and audit exposure. We specialize in tightening security by design protecting sensitive data and processes while keeping daily work running smoothly. Our work focuses on strengthening role design, reducing risk, aligning controls to compliance standards, and empowering business teams with transparency.
How we can help you
Our core services
Dynamics 365 security often starts with broad access that becomes risky over time. We help you define and enforce the minimal access, that still gets the job done tailored to your processes and compliance requirements.
Least-privilege security design
We configure roles, duties, and privileges to give users only what they need — reducing over-permissioning and attack surface.
Custom risk-assessed config's
Every security setting is reviewed through a risk lens and paired with clear documentation so stakeholders understand impact and intent.
Complex process security
Standard security roles can’t handle nuanced or bespoke business processes. We build tailored configurations that match your real workflows.
Compliance-aligned security controls
We ensure your security model aligns with SOX, GxP, and internal policy requirements, and stays up to date as your business evolves.
How we work
A clear, practical way of working
We take a structured, hands-on approach that balances operational continuity with strong security discipline.
Understand your setup
We review existing roles, privileges, and processes to establish a baseline of access and risk.
Stabilize before tightening
Protect business-critical activities first, ensuring finance, operations, and reporting remain uninterrupted.
Implement practical configurations
We apply least-privilege design and tailored security adjustments that are practical for daily users.
Maintain secure readiness
We provide ongoing documentation, monitoring, and reviews to keep your security posture robust and audit-ready.
What you get
What this means
for your business
Security configured with minimal privilege and reduced risk
Transparent role design and access documentation
Controls aligned with compliance standards
Scalable security models for future growth
Practical change management without disruption
Hear the difference
How we have helped customers
”BizApps has been a game-changer for us. Their expertise in Microsoft Dynamics 365, combined with a deep understanding of GxP and SOX regulations, allowed us to enhance our existing system without any downtime. Our finance team now benefits from streamlined reporting and automated compliance checks, making audits much less stressful.”
”BizApps didn’t just recommend starting over—they optimized our systems to integrate automated financial controls and ensure ongoing SOX compliance. Their knowledge of DevOps and financial regulations enabled our finance and IT teams to manage compliance more effectively and respond quickly to audit requirements.”
”With BizApps' guidance, our Dynamics 365 environment is now optimized for both operational efficiency and financial compliance. Their support in implementing automated financial workflows and SOX controls has made our month-end close smoother and drastically improved audit readiness.”
How we think
Our approach,
simply put
We don’t just tighten settings. We engineer security that makes sense to the business and compliance teams. You get clear documentation, business impact rationale, and security designs that support day-to-day operations without complexity.
When we surface risk, we bring:
A clear, documented solution
Explained trade-offs and impact
An implementation approach that keeps the business moving
Next steps
When security needs clarity, not complexity
Talk to us when your Dynamics 365 Finance & Operations security needs clarity, control, and robust compliance without unnecessary disruption.