Securing Success: Navigating SOX Compliance and Security in D365 Implementations
Session Overview: In today’s corporate landscape, implementing Dynamics 365 (D365) in publicly traded companies requires heightened attention to security measures and SOX audit compliance. This session will delve into the critical considerations for securing your D365 implementation while adhering to regulatory requirements.
Key topics will include defining and managing security roles, maintaining segregation of duties, and designing access restrictions that support operational workflows without impeding project progress. We’ll explore essential practices during testing phases, covering areas like role validation and risk mitigation, to ensure compliance readiness.
The conversation will extend to go-live and cutover strategies, emphasizing the importance of comprehensive documentation for data migration, controlled production changes, and restricting access to production environments. Finally, we’ll address ongoing support, including approval processes, environment monitoring, and sustaining compliance post-implementation. Attendees will leave with actionable insights to navigate the balance between robust security and regulatory requirements while achieving project success.
Learning Objectives:
- Understand key security and compliance principles
- Best Practices for security at publicly traded companies
- Strategies for maintaining compliance after implementation
Speakers: Linda Huth, Spencer Davis
Recorded at: Community Summit NA 2025
Type: Breakout Session
Ability Level: 101 – New To
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Leadership, Security, Supply Chain
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
