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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Toc

Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Managing users scenario

At the end of Chapter 9, Customizing Dynamics 365, we saw a scenario where we created a new custom solution and added a new entity with some additional custom fields. Since this is a new custom entity, the existing permissions do not handle giving users access to this new functionality.

In this scenario, we are looking at creating a new security role and assigning it to a user. This will allow the user to access the functionality provided by our customizations. Let us get started!

Creating a new security role

The default security roles provided with the core platform manage and allow access to the standard entities. Whenever we create custom elements, we need to consider the security of those elements and provide access to security.

Typically, security roles are created just like any other configuration, within the scope of a solution. Depending on the complexity of your solution, you could add the newly created security roles to your existing solution, or for...

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