Microsoft Dynamics® CRM Training

Security Roles

Video Details
In Microsoft Dynamics CRM Online and Dynamics CRM 2013, a User’s Security Role determines how he or she is able to interact with the application. In this video, we will go over the importance of Security Roles and demonstrate how a System Administrator can access and edit them. Each Security Role is composed of several privileges that control what a User can do in CRM. In order to access the application, a User needs at least one Security Role. This way, CRM knows the level of access for that User. The stock Security Roles include System Administrator, Salesperson, Sales Manager, CEO-Business Manager and many more.

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