Chapter 4. Security

Microsoft Dynamics CRM offers an extremely flexible security model that you can customize to meet your organization’s security needs. By configuring security settings, you can construct a security and information access solution that will meet the needs of your organization. The process to customize the Microsoft Dynamics CRM security settings requires that you configure your organization structure, decide which security roles your system users (employees) will have, and then define the security privileges associated with each security role. Microsoft Dynamics CRM provides a granular level of security throughout the application. The security model even allows for ad hoc sharing and team-based collaboration on a record-by-record ...

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