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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Setting up security options

We can set up Dynamics 365 CE security options by navigating to make.powerapps.com and selecting Settings | Advanced settings, as shown in the following screenshot:

After that, we can navigate to Settings | Security, and we will get the following options to set up Security:

In the preceding screenshot, you can see all the security-related options are available here. Let's discuss how we can use these options, one by one.

Users

User options can be used to work with users for our organization. New users for our organization can be added from the Office 365 admin portal. After that, we can make changes in user profiles within Dynamics 365 CE—for example, assigning security roles to users...

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