Book Image

Microsoft Dynamics CRM 2015 Application Design

By : Mahender Pal
Book Image

Microsoft Dynamics CRM 2015 Application Design

By: Mahender Pal

Overview of this book

<p>Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted installations. This book is an enhanced guide that covers all the new features released with Microsoft Dynamics CRM 2015. Coming straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements, this book is a complete guide for all your Dynamics CRM questions.</p> <p>Starting off, this book will introduce you to the deployment options such as online and on-premise, and the software and hardware requirements as CRM customization. It will also teach you how to develop a sample application.</p> <p>Going deeper, this book teaches you about the new enhancements in Microsoft Dynamics CRM 2015 such as business process, new client-side scripting, mobile application, and actions enhancements. You will quickly get up and running with plugin development and project tracking concepts with the help of sample applications.</p> <p>The book concludes with how Microsoft Dynamics CRM extends its mobile capabilities and bring more feature-rich experience to the app users.</p>
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2015 Application Design
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Understanding security


User management is an essential part of any business application. Microsoft Dynamics CRM 2015 provides out-of-the-box support for user management and security. If you are using Microsoft Dynamics CRM 2015 on premise, a user can be added to Microsoft Dynamics CRM 2015 after being added in Active Directory. In the case of Microsoft Dynamics CRM 2015, online users can be managed using Office 356 portal.

Access to the Microsoft Dynamics CRM 2015 application can be managed using an entity called Security Role. Once a user is added to Microsoft Dynamics CRM 2015 he should have at least one security role or should be part of the owner team (the owner team should have at least one security role assigned). User security is handled in Microsoft Dynamics CRM 2015 in three ways:

  • Role-based security

  • Record-based security

  • Field-level security

Note

You can refer to https://msdn.microsoft.com/en-us/library/gg309524.aspx to get more information about the CRM 2015 security model.

Role-based...