Plaza 365
Plaza 365

No results found for your search

RegisterLog in

0

Privileges, Access Level & Ownership in Dynamics CRM

Visit article

#accesslevels

#businessunit

#entityownership

#securityunit

#userprivileges

Dynamics 365 CRM - General

Category

Nov 16, 2022

Published date

Text

Article Type

AI Summary

  • Privileges in Microsoft business applications, such as Dynamics 365, determine the actions that users can perform on records.
  • There are different types of privileges, including create, read, update, delete, assign, share, append, and append to, which allow users to add, view, edit, delete, change ownership, share, attach entities, and associate entities with records.
  • Task-based privileges are not linked to specific entities, but instead operate on specific tasks, such as viewing audit history, publishing emails, bulk editing, and exporting data to Excel.
  • It is not possible to remove access for a specific record, as changes to security role privileges apply to all records of that type.
  • Access levels determine the scope of privileges a user has on data, including none, user, business unit, parent-child business units, and organization.
  • The degree of fill and color of little circles against each entity for each privilege indicates the access level in Dynamics 365.
  • Entity ownership in Dynamics 365 can be specified as "User or Teams" or "Organization," with the latter having no specific owner or business unit ownership.
  • Business units in Dynamics 365 are used to differentiate different parts of a company with varying security needs, and they consist of users, teams, and security roles. The root business unit cannot be deleted or disabled, but it can be renamed, and all other business units created will be child units of the root business unit.

Registered users can view the full text for FREE!

Sign In Now!

Cookies Consent

We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.