Book Image

Fundamentals of CRM with Dynamics 365 and Power Platform

By : Nicolae Tarla
Book Image

Fundamentals of CRM with Dynamics 365 and Power Platform

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You’ll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you’ll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you’ll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you’ll have learned how to tailor Microsoft Dynamics 365 to fit your organization’s requirements and tweak the platform to meet your business needs.
Table of Contents (20 chapters)
1
Section 1 - Platform Structure and Extensibility Capabilities
4
Section 2 - Default Modules Available with the Platform
10
Section 3 - Customization, Configuration, and Extensibility
14
Section 4 - Integrations
17
Section 5 - Administration

Managing users scenario

At the end of Chapter 9, Customizing Dynamics 365, we saw a scenario where we created a new custom solution and added a new entity with some additional custom fields. Since this is a new custom entity, the existing permissions do not handle giving users access to this new functionality.

In this scenario, we are looking at creating a new security role and assigning it to a user. This will allow the user to access the functionality provided by our customizations. Let us get started!

Creating a new security role

The default security roles provided with the core platform manage and allow access to the standard entities. Whenever we create custom elements, we need to consider the security of those elements and provide access to security.

Typically, security roles are created just like any other configuration, within the scope of a solution. Depending on the complexity of your solution, you could add the newly created security roles to your existing solution, or for...