April 2011
Intermediate to advanced
624 pages
16h 43m
English
Content preview from Working with Microsoft Dynamics® CRM 2011Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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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 roles ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.