A client recently asked:
What are best practices for setting up security in my CRM system?
Security Roles, in Microsoft Dynamics CRM are assigned to a user or a team and
they are used to determine what users can and cannot do in a Dynamics CRM organization.
I started to write
this blog entry on implementing and best practices for Security Roles and came
across this article by Richard Knudson. Richard Knudson is a CRM MVP and here
does a great job in explaining Security Roles in Microsoft Dynamics CRM 2011: