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How do you create security roles in Dynamics 365?

Microsoft Dynamics CRM (now known as Microsoft Dynamics 365 Customer Engagement), security roles are used to define the permissions and access levels for users in the system.

Creating a Security Role:

Log in to Dynamics 365: Access your Dynamics 365 instance using a user account with administrative privileges. - MS Dynamics CRM Training in Hyderabad

Access Security Roles: Navigate to the settings area by clicking on the gear icon in the top right corner and then select "Advanced Settings." In the Advanced Settings, go to "Settings" > "Security."

Create a New Security Role: In the Security area, click on "Security Roles" to open the list of existing security roles. Click on the "New" button to create a new security role. - Microsoft Dynamics CRM Training

Define Role Name and Description: Provide a name and description for the security role. The name should be descriptive of the role's purpose, such as "Sales Manager" or "Customer Service Representative."

Set Privileges: In the "Business Management" tab, you'll find various privileges related to business entities like accounts, contacts, opportunities, etc. Assign appropriate privileges to the security role. You can allow or deny access to specific entities and specify the level of access (Read, Write, Create, Delete, Append, Append To, etc.) for each privilege. - Dynamics 365 CRM Training Course

Custom Entities: If your organization has custom entities, you'll find them under the "Custom Entities" tab. Follow the same process to assign privileges for custom entities.

Field-Level Security: If needed, you can also set up field-level security for specific fields within an entity. This allows you to control access to individual fields based on security roles. - MS Dynamics CRM Training

Save and Publish: After configuring the security role permissions, click "Save" to save your changes. Then, click "Publish" to make the role available for users.

Assigning Security Roles to Users:

User Management: To assign a security role to a user, go to "Settings" > "Security" > "Users."

Select a User: Find and select the user to whom you want to assign a security role. - Microsoft Dynamics CRM Training Institute in Hyderabad

Assign Security Role: In the user's details page, navigate to the "Security Roles" tab. Click the "Add" button to assign one or more security roles to the user.

Save and Publish: After assigning the roles, click "Save" to save your changes. The user will now have the permissions associated with the assigned security roles.

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