MB2-712 - Security - Overview

This is the on going post in a series I wanted to create for the MB2-712 certification, while preparing for the same.

Secruity will be the next section in Configure Microsoft Dynamics CRM portion.

The Security area gives access to following:

• Users: Manage users and associate them with business units / teams / roles and assign licenses

• Teams: Define teams and also associate with security roles

• Security Roles: This will let you define what access will be provided to teams and users. Roles are created and then one or more are associated with each user / team

• Business Units: This is one of the main components in the Dynamics security model. this defines the structure of the organisation

• Field Security Profiles:  This is used to define specific access rights on individual fields are assigned

• Hierarchy Security: This supports a security model based on someone's hierarchy. this can either relate to the manager they have defined in their user for example

• Access Team Templates: This supports dynamic record sharing. With the members of an access team being given privileges on specific records based on the access team template

Questions/comments/suggestions? please put it in comments below post for further discussion!!!

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