Security Overview
The Microsoft Business Solutions CRM Software Development Kit (SDK) provides you with a security model that protects data integrity and privacy, and also supports efficient data access, teamwork, and collaboration. The Microsoft CRM security model was designed with the following goals:
- Support data sharing, so that users can access objects for collaborative effort.
- Prevent users from accessing objects that have 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/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 custom Microsoft CRM application.
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 in-depth explanation of the security model, refer to Microsoft CRM Security.