Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
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...