Best Practices for D365 CE Security Design

Sept 9 - 1:00 PM CT - Functional Session

Speaker

Kelsey Carrier

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Session Description

Role-based security and the concept of "Teams" are two of the powerful building blocks provided by D365 CE for a successful security design. Proper utilization of security roles requires an understanding of privileges, access levels, and how to properly set up your system organization hierarchy to serve as the dependable foundation. In this presentation, we will discuss how to modify out-of-box roles to create custom security roles tailored to your organization and how to utilize "Teams" for improved flexibility within your security hierarchy.

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