Advice: What should be the 'Roles' for the Help Desk Manager person

(0) Share

Report

Posted on by RenatoPereira

230

Hi,

we started a trial of 'Dynamics 365 Customer Engament' plan and we create 03 users also for that, 02 for Helpdesk staff and 01 manager; as the firts steps we assigned these users to a security group on the Office 365 Portal management and as second step, inside Dyn365 organization management, now when setting the user 'roles', what should be choose???

I choose these:

###########

- Customer service app access

- Manager Scheduling

- Manager Knowledge

- Manager Customer Service

- Survey owner

- Survey services Admin

Is that right or should choose something more?

Categories:

Other

I have the same question (0)

All responses (2)

Answers (0)

David Jennaway 14,065 on at

Like (1)

Report

These roles are a good start. If you also want to let the users look at customisation options, then you could add System Customizer

Was this reply helpful? Yes No
Suggested answer

Adrian Begovich 1,027 Moderator on at

Like (1)

Report

Hi RenatoPereira,

It is best to give users the minimal privileges required for their job.

Was this reply helpful? Yes No