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Microsoft Dynamics CRM 2016 Customization

You're reading from   Microsoft Dynamics CRM 2016 Customization Use a no-code approach to create powerful business solutions using Dynamics CRM 2016

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Product type Paperback
Published in May 2016
Publisher Packt
ISBN-13 9781785881510
Length 374 pages
Edition 2nd Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (8) Chapters Close

Preface 1. Getting Started 2. The Dynamics CRM Application Structure FREE CHAPTER 3. Dynamics CRM Customization 4. Building Better Business Functionality 5. Dynamics CRM – Additional Features 6. Dynamics CRM Administration Index

Security


The next area of settings we are looking at is the Security. As a result of streamlining the administration of the platform, starting with Dynamics CRM 2015 we now have a new section called Security. We have now grouped in here all settings related to users, teams, and the related security roles:

The Users area is where we can manage the system users. We have a large variety of views into the users listing, with various filter options already created. We can see users by their status, by ownership, by roles, by relationship, by team, or by social relationship. This area is also the entry point for adding new users to the system, disabling users, or updating their information.

The Security Roles area is where we can define specific roles and permissions. There is a tight relationship here with the Business Units configuration mentioned above.

We can create as many security roles as needed, and we can assign to a user one or more security roles. The final permissions are determined...

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