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Security Principals

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[Applies to: Microsoft Dynamics CRM 4.0]

Microsoft Dynamics CRM defines a security principal as a person or group that can own or access an entity instance within the system. There are two types of security principals within Microsoft Dynamics CRM: users and teams. A team does not have any roles assigned to it, nor does it have any privileges. However, you can grant a team access to objects in the same manner in which you grant a user access to objects. The actual access to objects shared within a team for a user who is a member of the team is determined by that user's privileges.

For example: Two users, Joe and Sara, are members of the same team. Joe is a Salesperson and, therefore, has the privilege to read opportunities. Sara is a Customer Service Representative and does not have that privilege. If an opportunity is shared with the team, Joe will have access to it and Sara will not.

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