Implementing Microsoft Dynamics 365 Customer Engagement

Security role

The security of our customer data is controlled by security roles in Dynamics 365 CE. Security roles are nothing but a combination of different privileges and access levels. Dynamics 365 CE contains many out-of-the-box security roles. Roles can be customized based on our specific requirements, or we can create a new security role if required. It is recommended that you copy an existing security role that matches most with your requirement, and then modify it. Security roles are mainly configured to match different job profiles in any organization—such as a salesperson, sales manager, customer executive, application administrator, and customizer— for roles that make metadata changes in an application.

Dynamics 365 CE allows us ...