MB2-712 - Security Model

Security is a core part of dynamics CRM system to ensure, which users/team can access what information. This is also useful to restrict sensitive information.

Business units are the base for the security mode, role is then defined within the business unit. Each user or team will be assigned a business unit and one or more roles. this combination of entities provided base for the Dynamics CRM security model.

MB2-712 - Teams - Team Types

There are two types of team within CRM:

• Owner Teams
• Access Teams

MB2-712 - Security - Business Units and Users

Business units allows to define the structure of the organisation. 

Users, teams and security roles will be linked to business units and make them a fundamental building block in the security model for Dynamics CRM. 

Important things to know about BU:

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: