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Prevent access to confidential information - security roles

Posted on by 5

Hi, Does anyone understand how the Security roles within D365 within Customer Services module work.  Scenario: If  roles are set up in D365 and linked to Azure active directory.  D365 set up s done as Business Unit and Team Level, and you have few team levels within the business unit, some that are actively managing the queues for enquiries which are non-confidential and one team that managed queues which may hold sensitive data, either within the content of the enquiry or as an attachment.  Which security role and access level should be assigned to team members of the 'confidential' queue?

  1. Which security role and access level should be assigned to team members of the 'confidential' queue?
  2. Is the enqury visible either in summary or in full to any other members in the non-confidential teams?
  3. Does the security role access level adhere to the GDPR and other privacy standards in UK?
  4. What restrictions does it apply to the enquiries that are sitting in the queue?

This problem is causing us problems and so far what we have experienced from 'experts' is this area, is there is no enough understanding of the security roles, and the level of detail of what these roles both from user and organisational level provide/restrict/prevent exposure to security breach's.

  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    RE: Prevent access to confidential information - security roles

    hey!

    I don't think this would be an issue on "Security roles" but on "Scope":  If you want to keep records & queue separated from visualization, maybe it should be on a different Business Unit.  This way, when setting the Security roles, ensure you select "Business unit (half way yellow).  This is available for most of the Entities/permissions (on other, you only have the possibility of None/Organization).  But by setting the value to this, only users that belong to that Business Unit, will be able to "see" such restricted records

    pastedimage1677405527791v1.png

    Regards,

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,420 Super User on at
    RE: Prevent access to confidential information - security roles

    Hi,

    You posted the question in the Dynamics 365 Finance forum. Your question is about Dynamics 365 Customer Service? I will move the question to the correct forum for you.

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