Microsoft Dynamics CRM Help & Training
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Understand security roles

Give members of your team different levels of access by setting up security roles in Microsoft Dynamics CRM. Each security role provides a set of privileges that define whether users can read, write, create, delete, or share records. You can set whether these privileges apply to a user, a business unit, a business unit hierarchy, or the entire organization. The following links tell you more about the different types of security in CRM and how to assign security roles to users.

TechNet: Security concepts for CRM

TechNet: Assign a security role to a user

Applies To

CRM Online

CRM 2015 on-prem

CRM 2013 on-prem

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