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Hello - I'm brand new to the community. The company I work for will by transitioning to Dynamics 365 in the coming months. I was asked to go through the exercise of determining the Security Roles for employees who will being using Dynamics as the new CRM platform. I have been coming up to speed on the different role configurations etc. The reason for this post is I am asking for a few recommendations on best ways to proceed with determining the role definitions and best practice documentation. Thank you.
Hi partner,
When we have a Dynamics license, we can get some out-of-the-box security roles that are already set up, such as Basic User, System Administration, etc.
Microsoft documentation also provides us with a description of the security roles we need when we do some operations in Dynamics, which means we can refer to out-of-the-box security roles and they are applicable to our needs. For example:
Here is a reference link: Configure user security in an environment - Power Platform | Microsoft Learn
Best Regards,
Sayen Zhang
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