Microsoft Dynamics CRM provides a security model that protects data integrity and privacy and supports efficient data access and collaboration. Following are the main goals of the security model:
• Provide users with the access only to the appropriate levels of information that is required to do their jobs.
• Categorize users by role and restrict access based on those roles.
• Support data sharing so that users and teams can granted access to records that they do not own for a specified collaborative effort.
• Prevent a user’s access to records the user does not own or share.
Role-based security – Microsoft Dynamics CRM focuses on grouping a set of privileges together that describe the responsibilities (or tasks that can be performed) for a user. Microsoft Dynamics CRM includes a set of predefined security roles. Each aggregates a set of user rights to make user security management easier.
Record-based security – Microsoft Dynamics CRM focuses on access rights to specific records.
Field-level security – Microsoft Dynamics CRM restricts access to specific high business impact fields in an entity only to specified users or teams.
We can combine role-based security, record-level security, and field-level security to define the overall security rights.