locked
CRM Security Permission Matrix RRS feed

  • Question

  • I am trying to learn CRM 2013 and I need to find the list of Security Level that each person has been assigned and their associated rights within that permission level.  Can anyone direct me to where I would find it?   I find it on line, but I need to be able to find where it can be accessed within our system so it's relevant to what I am doing.  Thanks!

    Tuesday, February 2, 2016 12:50 AM

All replies

  • Hi,

    All user security roles can be seen by running the user summary report. To see what rights each security role has you have to open it under Settings-adminstration-security roles.

    It is a handful to get a grip on though so you will need to fiddle with it quite a lot.

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Tuesday, February 2, 2016 9:50 AM
  • Hi,

    All users are mapped with the security role. Security role is contains the access level and privileges for the entities. Please go through the below link it will give you detail view.

    https://inventcrm.wordpress.com/2012/09/24/dynamics-crm-2011-business-units-planning-and-implementing-your-organizations-structure/


    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    Wednesday, February 3, 2016 6:26 AM