One of my favorite CRM blogs is Richard Knudson’s Dynamics CRM Trick Bag. I thought Richard’s post last week Dynamics CRM 2011 Security Roles was particularly well conceived.
Security Roles, when assigned to a user or a team, determine what users can and cannot do in a Microsoft Dynamics CRM organization. Security roles are probably the most complex concept in the Dynamics CRM security model. I wrote an article an earlier article about the related concepts of business units, users and teams, but security roles deserve their very own article, and here it is.
This piece is well documented with lots of fine screen captures:
Cheers,