Out Of The Box Security Roles

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Posted on by Community Member

Hello Team,

Is there an online resource that lists, describes, and states the purpose of each out of the box security role in D365.

With the exception of System Administrator and System Customizer, I would like to know the purpose or intent of the remaining out of the box security role so that I may be able to determine which role to copy that will require the least amount of modification to serve my purposes.

Many thanks in advance!

Jose V.

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PerezAguiar Microsoft Employee on at

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hey Jose.

This will depend on the application you're using. For example, this location discussed regular roles on Marketing:

docs.microsoft.com/.../admin-users-licenses-roles

On Sales, you have docs.microsoft.com/.../security-roles-for-sales. This discusses for example the regular roles (Sales Manager, Sales Professional person, Sales team member, etc)

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Bipin D365 28,983 Moderator on at

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Hi,

Please check below page for the definition/purpose/intent of defualt security roles -

docs.microsoft.com/.../database-security

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Community Member on at

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Daniel & Bipin,

Thank you both!!! This is exactly waht I'm looking for!!

My company is fianlly making the move to D365 Customer Engagement (online) and I'm tasked with identifying what these predifined security roles are and how we can leverage them moving forward.

Daniel, would it be too much to ask for a document that identifies security roles for Customer Service? I've tried using the terms "default" and "predefined" but I keep getting redirected to the standard "Creating Security Roles in Dynamics" document.

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PerezAguiar Microsoft Employee on at

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Hey Jose.

There are 2 links I've seen:

docs.microsoft.com/.../add-users-assign-roles

docs.microsoft.com/.../role-persona-mapping

Basically, you will have the Customer Service Representative (CSR, a support agent) and Customer Service Representative Manager (a manager). You also have the Roles associated with Omnichannnel.

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Community Member on at

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This is amazing! I'm eternally in your debt my friend!!!

Thanks again!!

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