Security Roles and Access Rights in CRM

Hi,
 
Security roles are the most complex concept in Dynamics CRM Security model. Here is my 2 cents about it.
 
Lets divide the security roles concepts into two pieces.
 
1) Privileges
Privileges are the basic units about an actions a user can perform on CRM. These actions predefined which cannot be added or delete but can be modified.

  • Create – Allows the user to add a new record.
  • Read – Allows the user to view a record.
  • Write – Allows the user to edit a record.
  • Delete – Allows the user to delete a record.
  • Append – Allows the user to attach other entities to, or associate other entities with a  parent record
  • Append to – Allows the user to attach other entities to, or associate other entities with the record.
  • Share – Allows the user to share a record with other Users/Teams.

2) Levels of Access
The Access Level determines, for a given entity, at which levels within the organization hierarchy a user can access.

  • None – No privileges given.
  • User – Privileges to the records owned by the user or shared with the user. Also includes the privileges owned by the team to which the user belongs.
  • Business Unit – Privileges for all records owned in the business unit to which the user belongs.
  • Parent: Child Business Unit – Privileges for all records owned in the business unit to which the user belongs and to all the child business units subordinate to that business unit.
  • Organization – Privileges for all records in the organization regardless of who owns.

Hope this helps.
 

Happy CRM’ing

Gopinath

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