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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Security Role - Privil...
Microsoft Dynamics 365 | Integration, Dataverse...
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Security Role - Privileges - Access Level

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Posted on by kevind5 5

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.

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    Sayen Zhang Profile Picture
    Sayen Zhang Microsoft Employee on at

    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:

    pastedimage1683184752366v1.png

    Here is a reference link: Configure user security in an environment - Power Platform | Microsoft Learn

    Best Regards,

    Sayen Zhang

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