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.
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.
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Happy CRM’ing
Gopinath
