Sams Teach Yourself Microsoft® Dynamics CRM 4 in 24 Hours

Hour 5. Security

What You’ll Learn in This Hour:

• Principles Behind the Microsoft Dynamics CRM Security Model

• How to Create and Manage Your Organization (Business Units and Users)

• How to Use and Maintain Security Roles

• Principles Behind “Sharing” Data

The security model within Microsoft Dynamics CRM 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, ...