Security and Permissions
Permissions
To use this extension, users require permission sets that match their responsibilities (read-only vs execution vs administration).
| Permission Set | Description |
|---|---|
| (BRIAPL_READ) Advanced Planning- Read | View Advanced Planning pages and data (read-only). |
| (BRIAPL_BASIC) Advanced Planning - Basic | Includes all Read permissions plus the ability to manage planning profiles, run regenerative plan calculations manually, import/export demand forecasts, define exclusion rules for lot eligibility, and view detailed planning logs. |
| (BRIAPL_ADMIN) Advanced Planning - Admin | Full access, including automation setup and scheduling. |
Data Retention and Privacy
Data Storage
- All Advanced Planning data stored in Business Central database
- Follows standard Business Central retention policies
- No external data transmission
- The app stores operational planning data such as:
- Planning calculation profiles
- Planning logs (Log Planning Information)
- Temporary analysis data for planning results
- Exported Demand Forecast files are stored wherever the user chooses (local machine, OneDrive, SharePoint).
Privacy Compliance
- Advanced Planning works entirely within the customer’s Business Central tenant.
- The app does not collect or store sensitive personal data beyond standard Business Central records.
- Access to data is controlled through Business Central permission sets.
- Privacy and compliance for exported Excel files are managed through the customer’s Microsoft 365 policies.
Data Archiving
- Planning log data can be exported to Excel for documentation or audit purposes.
- Unused planning calculation profiles can be deleted to keep the environment clean.
- No automatic data archival or deletion is enforced by the app.
Security Best Practices
- Assign permission sets according to user roles (Read, Basic, Admin).
- Restrict Admin permissions to users responsible for setup and automation.
- Store exported Demand Forecast files in approved and secured locations.
- Review Log Planning Information after planning runs to validate results and investigate exclusions.
Supported Editions
This app supports the Essential and Premium editions of Dynamics 365 Business Central.
Supported Countries
All countries where Microsoft Dynamics 365 Business Central is available.
Supported Languages
Dutch, English, French, Portuguese.