Security model of Customer Engagement

Dynamics 365 for Customer Engagement provides a security model that protects data integrity and privacy, and supports efficient data access and collaboration. The goals of the model are as follows:

  • Provide users with the access only to the appropriate levels of information that is required to do their jobs.

  • Categorize users by role and restrict access based on those roles.

  • Support data sharing so that users and teams can be granted access to records that they do not own for a specified collaborative effort.

  • Prevent a user's access to records the user does not own or share.

    Role-based security in Dynamics 365 Customer Engagement (on-premises) focuses on grouping a set of privileges together that describe the responsibilities (or tasks that can be performed) for a user. Dynamics 365 Customer Engagement (on-premises) includes a set of predefined security roles. Each aggregates a set of user rights to make user security management easier. Also, each application deployment can define its own roles to meet the needs of different users.

    Record-based security in Dynamics 365 Customer Engagement (on-premises) focuses on access rights to specific records.

    Field-level security in Dynamics 365 Customer Engagement (on-premises) restricts access to specific high business impact fields in an entity only to specified users or teams.

    Combine role-based security, record-level security, and field-level security to define the overall security rights that users have within your customDynamics 365 Customer Engagement (on-premises).

    More overview information about security can be found on the Microsoft Trust Center, and in this white paper: Microsoft Dynamics CRM Online security and compliance planning guide.

In This Section

How Role-Based Security Can Be Used to Control Access to Entities In Microsoft Dynamics 365 Customer Engagemen (on-premises)

How Instance-Based Security Can Be Used to Control Access to Records In Microsoft Dynamics 365 Customer Engagement (on-premises)

How Field Security Can Be Used to Control Access to Field Values In Microsoft Dynamics 365 Customer Engagement (on-premises)

How hierarchical security can be used to control access to entities in Microsoft Dynamics 365 Customer Engagement (on-premises)

Security concepts for Microsoft Dynamics 365 Customer Engagement (on-premises)