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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Security Roles

Security roles govern what a user can do after he or she is granted access to the system. Microsoft Dynamics CRM ships with 14 predefined security roles, together comprising more than 350 individual security privileges:

• Shipped Security Role

• CEO-Business Manager

• CSR Manager

• Customer Service Representative

• Delegate

• Marketing Manager

• Marketing Professional

• Sales Manager

• Salesperson

• Schedule Manager

• Scheduler

• System Administrator

• System Customizer

• Vice President of Marketing

• Vice President of Sales

Generally, the components of a security role fall into two categories:

Entity—Relates to a record type of data/information captured and entered into the system (for example, account, contact, product, quote, ...

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