Hour 5. Security

What You’ll Learn in This Hour:

• How it all comes together

• Business units

• Users

• Security roles

• Maintaining security roles

• Sharing records

• Teams

• Field security

The Microsoft Dynamics CRM security model is extremely comprehensive and has been designed to protect data integrity, provide an efficient mechanism for accessing data, and facilitate easy collaboration.

Microsoft’s goals for the security model include the following:

• Provide users with access only to the information required to perform their job functions

• Categorize types of users to define roles and restrict access based on those roles

• Support data sharing for collaboration so that users can be explicitly granted access to data they do not own

Successfully ...

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