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Microsoft Dynamics CRM (Archived)

Security Role in Detailed Explanation

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 I need a detailed explanation to what each specific security role is used for under each tab?  Where can I find a documentation for this?Does anyone have information on this?  Thanks

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  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi shweta,

    Navigate to Settings --> Security --> Security On the top of the grid, there is an Export to Excel Worksheet button you can export.

    You can build Reporting Services Report to export Costum Security Roles.

    See below links and the role.

    [View:http://nicolagrillo.blogspot.in/2012/11/mscrm-2011-exporting-security-roles.html?m=1]

  • Suggested answer
    ScottDurow Profile Picture
    21 on at

    Do you mean the privileges under each tab for a specific role?

    This gives a good description -docs.microsoft.com/.../security-roles-privileges

    Here is a good description of the misc privileges - blog.sonomapartners.com/.../dynamics-365-miscellaneous-security-permissions.html

    Hope this helps

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