Who will be able to access business data in Dynamics CRM?
The control of business data is of vital importance to any company. Microsoft CRM has a powerful security system that can restrict and allow data to your employees. Once an employee has been given a role, he or she may be restricted from viewing, creating, changing or deleting particular data in Microsoft CRM.
Dynamics CRM comes with 13 predefined access roles that will assign certain privileges to the users. Other roles can be created to meet the particular needs of your business. Every user must have at least one role assigned to them. These roles will be able to keep employees from seeing data you may not want publicly known.
Equally Dynamics CRM has systems which allow the sharing of data, such as creating teams, in which team members will have their data easily accessible for each other. Dynamics CRM provides powerful tools to make sure your business data is seen by the right people at the right times.