Tell us about the security roles in Dynamics 365 CRM

Question

Accepted Answer

Security roles in Dynamics 365 CRM control access to records and actions within the system.

Security roles are used to grant or restrict access to specific entities, fields, and actions in Dynamics 365 CRM.
There are several built-in security roles such as System Administrator, Salesperson, and Customer Service Representative.
Custom security roles can also be created to meet specific business needs.
Security roles can be assigned to individual users or teams.
Access levels can be set to control whether users can read, write, create, or delete records.
Field-level security can be used to restrict access to specific fields within an entity.
Privileges can be granted to allow users to perform specific actions such as exporting data or creating new records.
Security roles can be combined with business units to further restrict access based on organizational structure.

Accepted Answer

I explained the type of security roles with example.

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