Security Planning Worksheet?

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Posted on by FrankF-WorldStrides

I implemented CRM2011 a couple of years ago with a company. I am now at a new company and getting ready to implement 2016 online. From my former life, I thought I remember a set of planning worksheets for security that had a tab for each topic area (IE: marketing, sales, etc) with the entities down the side and the roles across the top.

I've searched for an hour and can't seem to put my hands on such a document. Am I remembering incorrectly or just a poor searcher? If there is such a document, can someone point me to it?

Thanks in advance

-Frank

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Jason M. Cosman 5,234 Moderator on at

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I believe this was part of the documentation in SureStep Frank. I think you need to have access to customer or partner source to gain access to it.

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FrankF-WorldStrides 80 on at

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Thanks Jason. I think we're still working out the details with the partner, so I guess I'm jumping the gun.

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