Maintaining Security Roles

Although Microsoft Dynamics CRM provides 14 “out of the box” security roles, you do not have to use them. In fact, you can define your own security roles from scratch, or you can modify any of the shipped roles. Both of these capabilities are possible, but it is highly recommended that you at least start with a default role, clone it, and then modify that role. This is a much more reliable and recommended practice. Preserving the original roles (even if you don’t use them) allows you to go back and reference them if ever you need to in the future. The best practice is to copy an existing role and then modify it to meet your exact requirements. That way you only have to make changes by exception.

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