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Security Model

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

Microsoft Dynamics CRM provides you with a security model that protects data integrity and privacy and supports efficient data access and collaboration. The goals of the model are as follows:

  • Support a licensing model for users.
  • Provide users with access only to the appropriate levels of information that is required to do their jobs.
  • Categorize types of users by role and restrict access based on those roles.
  • Support data sharing so that users can be granted access to objects that they do not own for a specified collaborative effort.
  • Prevent a user's access to objects the user does not own or share.

Role-based security in Microsoft Dynamics CRM focuses on grouping a set of privileges together that describe the responsibilities (or tasks that can be performed) for a user. Microsoft Dynamics CRM includes a set of predefined security roles, each of which is a set of user rights aggregated to make user security management easier. Each application deployment can also define its own roles to meet the needs of different users.

Object-based security in Microsoft Dynamics CRM focuses on access rights to entities.

You combine role-based security and object security to define the overall security rights that users have within your custom Microsoft Dynamics CRM application.

In This Section

Role-Based Security

Defines the role-based security model.

Object-Based Security

Defines the object based security model.

Security Principals

Defines the role of a security principal in this SDK.


Defines access to licenses in the SDK.

Security Dependencies

Explains the dependencies between access rights.

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