Chapter 3. Managing Security and Information Access

If you’ve deployed multiple systems in the past, you already know that you must design your customer relationship management (CRM) solution to restrict information appropriately based on individual user permissions. Controlling how your users access customer data is a mission-critical component of any business application. Microsoft designed the Microsoft Dynamics CRM security model to support the following goals:

  • Provide users with only the information they need to perform their jobs; do not show them data unrelated to their positions.

  • Simplify security administration by creating security ...

Get Working with Microsoft Dynamics™ CRM 4.0, Second Edition now with O’Reilly online learning.

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