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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Security Roles

Microsoft Dynamics CRM controls user permissions with security roles (see Figure 12.60).

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FIGURE 12.60 Security roles.

Note

Although Microsoft Dynamics CRM integrates tightly with Active Directory (AD) to determine its user base, permissions established in AD have no correlation with users in Microsoft Dynamics CRM. Therefore, it is quite possible to have an AD membership of enterprise administrator but be in read-only user mode or have a minimal role setting in Microsoft Dynamics CRM and vice versa.

By default, the following security roles are included with Microsoft Dynamics CRM 2013:

CEO-Business Manager

CSR Manager

Customer ...

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