Security and Authentication in Microsoft Dynamics CRM: The Microsoft Dynamics CRM Security Model | CodeGuru

Security and Authentication in Microsoft Dynamics CRM: The Microsoft Dynamics CRM Security Model

The paper covers four best practices to consider: Understand existing data security strategies before implementing. Understand if existing job functions must map directly to security roles. Compare standard security roles with existing job functions. Create tiered security roles if several job functions require the same security privileges and access levels. The following guidelines are also […]

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CodeGuru Staff
CodeGuru Staff
Jan 29, 2010
1 minute read
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The paper covers four best practices to consider:

  • Understand existing data security strategies before implementing.
  • Understand if existing job functions must map directly to security roles.
  • Compare standard security roles with existing job functions.
  • Create tiered security roles if several job functions require the same security privileges and access levels.

The following guidelines are also included:

  • Strictly limit the number of people assigned the role of System Administrator.
  • Create roles according to the security best practice of least privilege, providing access to the minimum amount of business data required for the task; assign users the appropriate role(s) for their job.
  • When appropriate, use sharing to grant specific users specific rights on individual objects, rather than granting broader privileges on all objects of a given type.
  • Use teams to create cross-functional groups to share specific objects across the team.
  • Train users with sharing access rights to share the least amount of information required.
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