Tip #175: Miscellaneous privileges with multiple access levels

Send As Privilege

We are all familiar with the record privileges in Dynamics CRM. User-owned entities have 5 access levels (None, User, Business Unit, Parent: Child Business Units, Organization) while organization-owned entities have only two of those (Go/No Go). Then there are miscellaneous privileges and training documentation states that (highlight is mine): Each Security Role also includes miscellaneous […]

Tip #77: Security Role Terminology

Before you can create the security architecture or manage your security, you need to know the terms: Privileges are the verbs in CRM: Create, Read, Write, Delete, Append, Append To, Share, Assign. Access levels, from most to least generous: organization, parent-child business unit, business unit, user, none. Entities are the units to which a security […]