Move beyond static role-based access. Define which actions are allowed at each process state — who can approve, edit, post, or release — with complete auditability in Dynamics 365 Business Central.
Built for Microsoft 365, Business Central, Power Automate, and Azure.
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Process-based security ensures that access and actions are tightly aligned with the current stage of a business process.
Unlike traditional role-based access, it dynamically adapts to the process flow, providing state-aware and action-specific controls.
Enforce who can do what at each process state — consistently and auditable.
Map permissions to document status rather than static roles.
Policy rules block risky combinations across states.
Require multi-step approvals for critical transitions.
Hide or lock sensitive fields based on current status.
Temporary, reason-based elevation for specific actions.
Immutable logs of state changes, approvers, exceptions, and evidence.
Connect to Business Central, declare your states & transitions, then bind actions and policies.
Define allowed transitions and pre-conditions per document type.
Allow or deny “Edit, Release, Post, Cancel…” depending on the current state.
Configure SoD rules and single/multi-step approvals with thresholds.
Dashboards, alerts, and downloadable evidence packs for audits.
Native with Business Central; extend via Power Automate and Azure (Entra ID/Key Vault/Monitor).
State hooks & action policies around standard documents and APIs.
Trigger approvals and escalations as part of your transitions.
Use Entra ID groups for approvers; store secrets in Key Vault; observability in Monitor.
Let us configure a pilot on your Business Central sandbox.
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