From the course: Microsoft Dynamics 365 Administration: Customer Engagement Apps

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Create or edit a security role

Create or edit a security role - Dynamics 365 Tutorial

From the course: Microsoft Dynamics 365 Administration: Customer Engagement Apps

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Create or edit a security role

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- [Narrator] Dynamics 365 includes a large number of security roles. And we can customize those or create new ones if we need to have a modified role. To get to those we're going to go to settings and advanced settings if we're in the Unified Interface. If you're already working within a web interface, you can simply go to settings, and choose security which is what we need to do after we get here. In other words, if you were looking at Dynamics 365 sales, or another one of the web apps, you would just choose settings, and under settings go to security. So we end up in the same place in either way. Click on security roles. And here are 50 security roles that are already built in. If you'd like to know more about any one of them, for example if we'd like to know more about salesperson, let's click on salesperson. Remember that each of these security roles is within a particular business unit. So this is salesperson role…

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