Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Security


The next area of settings that you are looking at is the Security. As a result of streamlining the administration of the platform, starting with Dynamics CRM 2015, you now have a new section called Security. As you can see in the following screenshot, we have now grouped in here all the settings related to Users, Teams, and the related Security Roles:

The Users area is where you can manage system users. We have a large variety of views in the users listing, with various filter options already created. You can see users by their status, ownership, roles, relationship, team, or social relationship. This User area is also the entry point to add new users to the system, disable users, or update their information.

The Security Roles area is where you can define specific roles and permissions. There is a tight relationship here with the Business Units configuration, shown in the previous screenshot.

You can create as many security roles as needed, and you can assign one or more security...