Security Overview

CRM 1.0

The Microsoft CRM SDK provides you with a security model that protects data integrity and privacy, as well as supports efficient data access, teamwork, and collaboration. The design goals of the Microsoft CRM security model include the following:

  • Support data sharing so that users can access objects for collaborative effort
  • Prevent users from accessing objects that are not been shared with them
  • Categorize types of users in order to define roles and restrict access based on those roles.

The first two goals relate to object security; the last goal relates to role-based security.

The object security model focuses on the primary business objects, namely Leads, Opportunities, Contacts, Accounts, Competitors, Products, Sales Literature, Quotes, Orders, Invoices, Contracts, and Incidents (Cases), which form the core of a sales force automation and customer service solution.

The role-based security model provides a means to group a set of privileges together to describe the access rights for a user.

The Microsoft CRM security model is both robust and flexible. As a result, the SDK offers different security rights that you can combine together to define the overall security rights users have within your customized Microsoft CRM.

The SDK also includes a set of predefined security roles, each of which is a set of security rights aggregated to make user security management easier. Each application deployment can also define its own roles to meet the needs of different users.

For an in-depth explanation of the security model, refer to the Microsoft CRM Security section.

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