Microsoft CRM Organization Structure and Security

Understanding Microsoft CRM security is crucial to setting up your implementation in a manner that will provide your needed functionality. Security in Microsoft CRM is set up under the Business Unit Settings section of the Settings tab in the Web Client. The actual mechanics of setting up security are very straightforward once you understand the concepts. Figure 5.4 shows the options available under the Business Unit Settings area.

Figure 5.4. Microsoft CRM Business Unit Settings.

Microsoft CRM's security model impacts all areas of Microsoft CRM. For example, the results that a user sees in reports ...

Get Special Edition Using® Microsoft® CRM now with the O’Reilly learning platform.

O’Reilly members experience live online training, plus books, videos, and digital content from nearly 200 publishers.