Dynamics 365 Business Central: Reporting and data analysis - Use conditional visibility in the updated Word add-in

🚨 The Signal: Dynamics 365 Business Central's Word add-in now supports conditional visibility in report layouts. This allows dynamic content display based on data, potentially exposing sensitive information if not configured securely.

The Impact

Report designers are affected, with a security risk of inadvertent data exposure in generated documents.

  • Report Designers: Risk of misconfiguring conditional logic, leading to unintended data visibility.
  • End Users: Risk of viewing sensitive data in reports that should have been hidden.
  • Compliance Teams: Increased audit risk if sensitive data is inadvertently exposed in reports.
  • Security Teams: Need to ensure secure design principles are applied to new report capabilities.

The Action

  1. Review existing report design policies to include guidelines for conditional visibility.
  2. Provide training to report designers on secure implementation of 'HideIf' logic.
  3. Implement a review process for new or modified reports utilizing conditional visibility.
  4. Regularly audit reports for appropriate data visibility and access controls.

Domain: Other · Impact: medium · Workload: Other