Implementing Microsoft Dynamics 365 Customer Engagement

Hierarchy Security

We can use Hierarchy Security to implement complex security requirements. It lets us access data of the immediate reportee, the person who works under us. By default, Hierarchy Security is disabled. We can enable it and select which type of hierarchy security we are going to use. We can also set the depth of the hierarchy security, which defines the level at which we will be able to access data in the reportee hierarchy. We can exclude an entity if we don't want to access its data, as shown in the following screenshot:

There are two types of hierarchy security:

• Manager: This type of hierarchy security is implemented within ...