Security Role Layering 101 - DynamicsCon
DynamicsCon November 2024

Security Role Layering 101


Session Description

Does the Security role manager in Dynamics make your head hurt? Green dots, pie pieces, and User vs. Team layering can mean wide gaps in your data security within Dynamics. This discussion will walk through customizing security roles, assigning roles and teams, troubleshooting access issues (too much or too little?) and some tricks to quickly update and assign roles with XRM toolkit.

Session Track: Customer Engagement
Session Type: Functional
Content Level:
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