O'Reilly logo

Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Setting up security roles

For our application, we will create the following two security roles:

  • QA
  • Developer

The QA security role will be assigned to all QA resources and the developer security role will be assigned to team members. We can rename existing security roles or create new roles by copying existing roles. A sales person role is the most suitable security role because they have most of the permission granted that we need for our QA and developer resources. So we can use them to create our QA and developer security roles, and modify them to remove unnecessary permissions.

Tip

The best practice to create a new role is to copy an existing role instead of creating a new one from scratch.

So let's create a QA and developer security role by copying ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required