Difference between Role based Record based and Field Level Security in Dynamics CRM

  • Role-based security: Role-based security in Microsoft Dynamics 365 focuses on grouping a set of privileges together that describe the responsibilities (or tasks that can be performed) for a user. Microsoft Dynamics 365 includes a set of predefined security roles. Each aggregates a set of user rights to make user security management easier. Also, each application deployment can define its own roles to meet the needs of different users.
  • Record-based security: Record-based security in Microsoft Dynamics 365 focuses on access rights to specific records.
  • Field-level security: Field-level security in Microsoft Dynamics 365 restricts access to specific high business impact fields in an entity only to specified users or teams.

Combine role-based security, record-level security, and field-level security to define the overall security rights that users have within your custom Microsoft Dynamics 365 application.



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