Microsoft Dynamics 365 CRM, Security

Role-Based, Flexible CRM Online Security Features

The convenience of online access to CRM comes with increased security risks associated with online applications. The Dynamics 365 CRM Online security model uses authentication methods and role-based data access protocols to help you protect privacy and data integrity.

Dynamics 365 CRM Online limits user access to appropriate levels of information required to do their jobs. This security model enables you to assign user rights, privileges and restrictions based on roles, tasks, and responsibilities while allowing collaboration and data sharing when needed.

  • Dynamics 365 CRM Online categorizes users by assigned roles, and restricts access based on those roles.
  • Dynamics 365 CRM Online record-based security focuses on access rights to specific records.
  • Dynamics 365 CRM Online field-level security restricts access to specific fields to specified users or teams.
  • Dynamics 365 CRM Online combines role-based, record-level and field-level security to define overall user security rights.
  • Dynamics 365 CRM Online supports granting user access for a specified collaboration, enabling you to control rights while facilitating team-sharing.

With Dynamics 365 CRM, you can assign user rights, privileges and restrictions based on roles, tasks, and responsibilities while allowing team collaboration and data sharing when needed.

While Dynamics 365 CRM Online includes a set of predefined security roles, setting up custom roles to ensure privacy and data integrity can be complicated. ASCENTREN's skilled CRM development team can help you avoid unintended security issues by customizing your CRM to meet the specific needs of your organization's user groups, and security policies. We can help you plan for deployment, handle pre-requisite data migration, as well as all preparation and setup tasks, taking the worry out of user security configuration.

“...ASCENTREN can help you avoid security issues by customizing CRM to meet the needs of user groups, and security policies…”

Dynamics 365 CRM Online Integration with Office 365

By integrating Office 365 application features** with Dynamics 365 CRM Online you can enhance your team's collaborative experience to boost productivity, work product quality, resource efficiency, and overall performance.

With role-based user access security, and options for Office 365 integration and more, the Dynamics 365 CRM Online feature-rich CRM platform can be customized and extended to help you break through barriers that prevent you from achieving optimal business results.

** Full Office 365 feature integration with Dynamics 365 Online may require Enterprise level subscription(s) of Office 365. ASCENTREN can help you implement the right subscription and licensing levels with feature integration opportunities for your business or organization.

Microsoft Certified Dynamics CRM Consultants

As Microsoft Certified Dynamics CRM Consultants, we are qualified to help you plan and implement a secure Dynamics 365 CRM Online solution.

With years of successful CRM deployments ASCENTREN will apply proven techniques to guide you away from common security misconceptions and help your business benefit from properly configured user security profiles for Microsoft Dynamics 365 CRM Online.

By engaging ASCENTREN's Dynamics CRM Consultants, you gain access to experienced CRM consulting resources that help you filter out the noise, turn insights into actions and harvest the benefits of Dynamics CRM. Contact us to arrange for a free Dynamics CRM Consultation.