What Is Security Role In Dynamics 365 CRM/CE

What is Security Role in Dynamics 365 CRM?

⪼ A Security Role in Dynamics 365 CRM is a set of permissions that define the level of access a user or team has to various resources and functionalities within the system. Security roles help ensure data security, maintain proper workflow, and manage user actions by restricting or granting access based on business needs.

Security Role is the combination of Privileges and Access Level.

⨳What are Privileges in Security Role?

⪼ Privileges in Security Roles:

Security roles in Dynamics 365 CRM provide various privileges that define the actions users can perform on records. These include:

1. Create: Allows users to create new records, based on their access level.
2. Read: Grants users the ability to open and view records, depending on their access level.
3. Write: Enables users to edit existing records, subject to their access level.
4. Delete: Permits users to permanently delete records, based on their access level.
5. Append: Allows users to associate another record with the current record.
6. Append To: Enables users to associate the current record with another record.
7. Assign: Lets users transfer ownership of a record to another user, depending on their access level.
8. Share: Grants users the ability to share a record with another user, allowing specified access.

※What are Access Level In Security Role?

⪼Access Level defines the depth at a which user can access a particular entity type in the Organizations.

None: No access to the record.

User: Access to records owned or shared with the user, or owned by their team.

Business Unit: Access to records within the user’s business unit.

Parent: Child Business Units: Access to records in the user’s business unit and its child units.

Organization: Access to all records across the organization.

1. go to make.powerapps.com => select Environment => Click on Settings => Admin Center

2. Click on left side Manage => Environments => select your Environments => click on Settings

3. Now go to Users + Permissions => Security Roles

4. Click on + New Role

5. Here I am creating a security role with name Sales Representative security Role

※Steps to Create and Manage Security Roles ⨠

1⟩ Log in to Dynamics 365 CRM.

        2⟩ Click the Settings icon⚙️(gear icon)

      Or use the sitemap to access Advanced Settings. 

                                              

                  

3⟩ In the Settings area, go to Security → Security Roles.

4⟩ On the Security Roles page, click the New button.

5⟩ Configure the following permissions:

• Create: Allows the user to create new records.
• Read: Allows the user to view existing records.
• Write: Allows the user to edit existing records.
• Delete: Allows the user to delete records.
• Append: Allows the user to associate the entity with another entity.
• Append To: Allows the user to associate another entity with the entity.
• Assign: Allows the user to assign the record to another user.
• Share: Allows the user to share the record with other users.

6⟩ Set the Access Levels for each permission:

• None: No access.
• User: Access only to records the user owns.
• Business Unit: Access to records within the user's business unit.
• Parent: Child Business Units: Access to records in the user's business unit and its child business units.
• Organization: Access to all records in the organization.

7⟩ Save the Security Role After configuring the permissions for all relevant entities and features, click Save or Save and Close.