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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Security Role permission
Customer experience | Sales, Customer Insights,...
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Security Role permission

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Posted on by Erin Peng 370

Hi Everyone,

Does anyone have the link or doc where it explains the permission for each Entity in a Security Role in Dynamics 365? I remember seeing it before but can't find it any more. For example, If I change "Customization" rights to Org Read, what kind of access does it give to the user who is assigned to this role?

2020_2D00_03_2D00_20-14_5F00_46_5F00_20_2D00_Window.png

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  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at

    Hi,

    does this help?

    docs.microsoft.com/.../security-roles-privileges

    there you can also download the whole pdf guide

    pastedimage1584730333601v1.png

    By Setting Organization read access, you're basically give the privilege to see all record in the sistem for that  specific entity.

    pastedimage1584730504688v1.png Global. This access level gives a user access to all records in the organization, regardless of the business unit hierarchical level that the environment or the user belongs to. Users who have Global access automatically have Deep, Local, and Basic access, also.

    Because this access level gives access to information throughout the organization, it should be restricted to match the organization's data security plan. This level of access is usually reserved for managers with authority over the organization.

    The application refers to this access level as Organization.
  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at

    I've also found this, which is for older version of Dynamics, but it gives an in-depth broad overview of Security concepts:

    download.microsoft.com/.../Scalable Security Modeling with Microsoft Dynamics CRM 2015.pdf

    hope it helps

  • Verified answer
    Raviteja Reddy Profile Picture
    Raviteja Reddy 280 on at

    Hi Erin, this should be perfect for your requirement.

    www.cnblogs.com/.../3989174.html

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