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New security roles admin

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#improvement

#securityroles

#userexperience

Dynamics 365 CRM - General

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Jul 2, 2023

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AI Summary

  • The article discusses a new way of creating and editing security roles in Dynamics 365 CRM and Dataverse.
  • The traditional method of creating and editing security roles has remained unchanged for the past 10 years.
  • The new method provides a modern interface with a top menu that remains visible even when scrolling.
  • The new method eliminates the need to click on circles and remember different access levels and ownership types.
  • Instead, users can now click on a table and choose the desired level of access using new icons and descriptions.
  • The available access options depend on the ownership of the table, with options for "Owner or Team" or "Organisation."
  • The new way of managing security roles is seen as a significant improvement, making it easier for consultants and customers to understand and use the security model.
  • The author expresses satisfaction with the changes and believes it is a positive step forward.

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