Dynamics 365 Project Operations: Optimize Project Operations - Implement access restrictions on the task grid

🚨 The Signal: Dynamics 365 Project Operations now allows granular access restrictions on project tasks within the Project for the web iFrame. This enhances data integrity and reduces unauthorised modifications by users and team members.

The Impact

Administrators and Project Managers are affected, gaining new controls to mitigate unauthorised data modification risks.

  • Administrators: Can now enforce least privilege for Dynamics 365 Project Operations users.
  • Project Managers: Can restrict team member actions on tasks, reducing accidental or malicious changes.
  • Project Data: Enhanced integrity by preventing unauthorised creation, update, or deletion of tasks.
  • Compliance Teams: Improved ability to demonstrate adherence to access control policies.

The Action

  1. Review existing Dynamics 365 Project Operations user roles and permissions.
  2. Navigate to Dynamics 365 Project Operations feature control settings.
  3. Enable the 'Implement access restrictions on the task grid' feature.
  4. Configure 'Read only', 'Full Access', or 'Custom' permissions for users and project team members.
  5. Define specific 'create', 'update', and 'delete' task permissions for 'Custom' access levels.

Domain: Other · Impact: high · Workload: Other · Essential Eight: Restrict Administrative Privileges · ISM: ISM-0445, ISM-1175, ISM-1380, ISM-1507, ISM-1508, ISM-1509, ISM-1647, ISM-1648, ISM-1650, ISM-1686, ISM-1688, ISM-1689, ISM-1883, ISM-1897, ISM-1898