Blog >> Demystifying Microsoft Dynamics 365 Security Roles for Data Protection

Demystifying Microsoft Dynamics 365 Security Roles for Data Protection

by admin / February 14, 2024

Demystifying Microsoft Dynamics 365 Security Roles for Data Protection

Data security is of the utmost importance in today’s lightning-fast commercial and technological landscape. When it comes to managing finances, operations, and customer connections, Microsoft Dynamics 365 is indispensable. It is critical to comprehend and apply several security responsibilities in Dynamics 365 to guarantee the authenticity and privacy of data. Data security, Microsoft Dynamics 365 Security, assigned security roles, and cloud security are just a few of the many aspects of Dynamics 365 that will be covered in this blog by experts at Business Experts Gulf.

Learn the Functions of Microsoft Dynamics 365 Security

To access some parts of Dynamics 365 and their associated data, individuals need to be assigned a security role, which is similar to a virtual key. A user’s access level is defined by their role, which can range from read-only to full control over entities and records. Successfully managing security roles allows organizations to protect sensitive information, stay in compliance with regulations, and govern who can access important business activities.

How about we have a look at the various security jobs available in Microsoft Dynamics 365?

System Administrator Role

At the very top of Dynamics 365’s permissions tree is the System Administrator role. Access to all features of Dynamics 365, including the ability to create, edit, and delete records, as well as manage security roles, is granted. In most organizations, managing users and configuring systems are the responsibilities of system administrators.

System Customizer

Like the System Administrator, the System Customizer is a high-level role, but it has less capabilities. An invaluable asset for system setup and customization, users with this position have the ability to alter the application’s entities, forms, and views. They are not System Administrators, though; their access level is lower.

Sales, Customer Service, and Marketing Roles

Different departments (sales, customer support, and marketing) can take use of Microsoft Dynamics 365‘s department-specific security roles, which give access to entities and features that are relevant to their work. Salespeople, for instance, do not need access to financial data in order to access leads and possibilities.

Read Only

If a user needs access to data but cannot make changes, the Read-Only role is perfect for them. It safeguards sensitive information frequently accessed by auditors, executives, and data readers by preventing unauthorized changes to records.

Manage your own security roles with ease

Companies can make their own unique security jobs in Dynamics 365. Businesses can tailor the definition of access levels to meet their specific needs with the help of custom roles, which are quite flexible. Access to particular entities, fields, or records can be granted by custom security roles.

Access All Over the World

In a company’s Dynamics 365 system, users with global access have the most power. Record creation, editing, deletion, appending, assigning, and sharing capabilities are available across all entities. Only senior executives and system administrators are usually granted global access.

Deep Access

While not quite as powerful as global access, deep access nevertheless grants a great deal of freedom. Even while users with deep access can do everything on the list, they may only be able to access certain parts of the company or teams. Managers and department heads who require access to specific areas of the system typically have this degree of access granted to them.

Local Access

Users in charge of certain departments or functions often have access to more limited local resources. While users with deep access can access any business unit, those with local access are restricted to just that unit. As a result, they will be able to securely manage records within their assigned unit.

Basic Access

Users who often use Dynamics 365 typically have basic access. Users with this level of access can do things like add, edit, and remove records from their specific business unit. They are unable to share records or assign them to others, though. Salespeople, customer support reps, and others who need basic access to data are good candidates.


Dynamics 365 is effectively inaccessible to those who do not have the necessary security roles. For temporary measures like role reassignment or updates, or to completely limit access for some people, this level of access is useful.

Also Read: Streamlining Work with Manufacturing Execution in Dynamics 365

Data Security in Dynamics 365

One of the most important parts of keeping Dynamics 365 secure is the data. Part of it is managing who can see what data is in records and fields. The following are key aspects of data security in Dynamics 365:

Protection at the Record Level

With record-level security, businesses can restrict access to individual records according to established rules. For instance, you have the ability to limit who can access client records according to their function, business unit, or location. Dealing with confidential or sensitive consumer data makes this capability invaluable.

Security at the Field Level

With field-level security, you can manage who can access which fields inside an entity. To avoid unauthorized modifications, you can restrict the editing of essential fields or hide specific regions from individuals who don’t need to see them. Protecting sensitive information at the field level is essential, even when it’s contained in easily accessible records.

Security in Hierarchies

Companies with intricate chains of command must have hierarchical security. Based on their role in the company’s structure, users can access specific data. A global manager, in contrast to a regional manager, has access to data from every area, not just their own.

Users are assigned security roles in Dynamics 365

To make sure users have the proper permissions to do their jobs, it’s important to assign security roles in Dynamics 365. To assign security responsibilities, follow these steps:

User-Based Assignment

By using a user-based approach, security roles can be assigned to certain individuals individually. This approach enables businesses to customize user access according to their specific job duties.

Teamwork Based Assignment

Sometimes, it might be more practical to give security roles to teams than to individuals. Managing roles becomes much easier with team-based assignments, particularly when numerous users are responsible for the same tasks. Streamlining the security setup, team members inherit the given roles.

Assignments based on business units

In bigger companies with separate business divisions, assigning security duties according to business units is a great help. Users inside a given business unit will be assigned the roles related to that unit, guaranteeing that access is in line with organizational structures.

Hierarchy-Based Assignment

Security duties are decided by an individual’s position within the organization’s structure, a practice known as hierarchical assignment. This approach guarantees that users at various tiers of the organization can access the relevant data.

Also Read: Enhance Business Performance Agility with Microsoft Dynamics 365 Finance Premium

Permissions for Microsoft Dynamics 365

Users’ permissions to access and modify records and entities in Dynamics 365 are defined by security roles. The following is an explanation of the most typical rights granted by security roles:


Users with this privilege can add new records to certain entities. Having the “Create” privilege for the “Opportunity” object allows a salesperson to generate new sales opportunities, for instance.


Users can view records in an entity with the “Read” privilege. The details of the records can be viewed by users, but only those with higher permissions can make changes to them.


An entity’s existing records can be edited and updated by users with the “Write” privilege. Editing fields and updating record information are all part of this.


An entity’s records can be removed by users with the “Delete” privilege. If given the permission, users can remove records that they have access to.


Those who have the “Append” privilege can connect two entities’ records by associating them. A contact and an account can be linked, for instance.

Append To

When a person has the “Append To” privilege, they can link records from one entity to records from another. Basically, it’s the inverse of “Append.”

Give the task

Users with the “Assign” privilege can reassign records to other users or teams. Managers and team leaders who are tasked with allocating tasks or workloads frequently enjoy this power.

Spread the word

Individuals can allow other individuals or teams to access their records with the “Share” privilege. When several people or teams need access to the same records, this is helpful for collaboration.

Differentiating Between User and Team Member Licenses for Microsoft Dynamics 365 Security Role

Microsoft Dynamics 365 Security enables buyers to choose licenses that impact the amount of access and capability that users have in Dynamics 365. Users and their teams can choose between two primary license options.

Licenses for Users.

All of Dynamics 365’s features and functionalities can be accessed with a user license. A broad variety of security roles and privileges are available to users with these licenses, granting them the ability to execute a wide range of activities and tasks within the system. These licenses are designed for people with specific jobs or responsibilities inside the organization who require comprehensive access.

Group licenses for team members.

Users with less extensive needs for Dynamics 365 functionality should consider purchasing a Team Member subscription, which offers more restricted access. Although these licenses restrict users from making changes to records, they are inexpensive and grant access to the majority of the system’s data. Those who require access to data for collaboration purposes but do not require the ability to enter or manage large amounts of data typically use Team Member licenses.


The importance of comprehensive security measures cannot be overstated in this age of cyberattacks and data breaches. Organizations can securely protect their data with the extensive collection of tools and services provided by Microsoft Dynamics 365. By understanding and applying data security features, Dynamics 365 security roles, and best practices for cloud security, businesses can strengthen their Dynamics 365 environments, safeguard sensitive information, and foster confidence among customers and partners. In today’s interdependent world, having a secure Dynamics 365 environment is not only essential but also a strategic advantage.

Are you prepared to secure your data even more with Microsoft Dynamics 365? Get in touch with Business Experts Gulf now to find out more!