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    Dynamics CRM Deep Dive: Security
    Dynamics CRM Deep Dive: Security
    Dynamics CRM Deep Dive: Security
    Ebook137 pages1 hour

    Dynamics CRM Deep Dive: Security

    By Mitch Milam

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    About this ebook

    A deep dive into all aspects of security related to the Microsoft Dynamics CRM application and its related components

    LanguageEnglish
    PublisherMitch Milam
    Release dateMar 11, 2012
    ISBN9781938097010
    Dynamics CRM Deep Dive: Security
    Author

    Mitch Milam

    I have been a technology professional for over 27 years and have pursued every imaginable role within the computer industry, but mostly focusing on software. I am currently working as an independent consultant, focusing exclusively on creating products and solutions which utilize Microsoft Dynamics CRM as an xRM platform which could include: o xRM Solution Architecture o xRM Development o xRM Developer training I am a Microsoft Certified Training and a six-time Microsoft Most Valuable Professional (MVP).

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    Book preview

    Dynamics CRM Deep Dive - Mitch Milam

    Dynamics CRM

    Deep Dive:

    Security

    Published by CRM Accelerators at SmashWords

    Copyright 2012 by Mitch Milam

    6401 W. Eldorado Parkway, Suite 106

    McKinney, TX 75070

    http://www.crmaccelerators.net

    ISBN: 1938097017

    ISBN–13: 978-1-938097-01-0

    Smashwords Edition, License Notes

    This ebook is licensed for your personal enjoyment only. This ebook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each recipient. If you’re reading this book and did not purchase it, or it was not purchased for your use only, then please return to Smashwords.com and purchase your own copy. Thank you for respecting the hard work of this author.

    Information in this document, including URLs and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of CRM Accelerators.

    Making unauthorized copies, adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law.

    Microsoft, MS-DOS, Windows, Windows Server, Windows Vista, Microsoft Dynamics, Active Directory, BizTalk, and Outlook are trademarks or registered trademarks of the Microsoft group of companies.

    All other trademarks are property of their respective owners.

    Editor: Jennifer Franz Milam

    Technical Reviewer: Josh Behl (summitgroupsoftware.com)

    Cover: Donna Casey (digitaldonna.com)

    Bonus material:

    If you would like to obtain an electronic copy of the SQL scripts used to research this book and a solution containing the Help Desk and Form Customizer security roles, send an email to: books@crmaccelerators.net with a subject line of: 94911

    Contents

    Chapter 1: Dynamics CRM 2011 Security Overview

    Chapter 2: Business Units

    Chapter 3: Security Roles and Privileges

    Chapter 4: Users

    Chapter 5: Teams

    Chapter 6: Privacy Preferences

    Chapter 7: Auditing

    Chapter 8: Field–Level Security

    Chapter 9: Sharing

    Chapter 10: Changing Record Ownership (Assign)

    Chapter 11: Custom Entities

    Chapter 12: One to Many Relationships

    Chapter 13: Active Directory

    Chapter 14: SQL Server

    Chapter 15: CRM Software Development Kit (SDK)

    Chapter 16: Special Users

    Chapter 17: Dynamics CRM Licenses

    Chapter 18: Enhancing Dynamics CRM 2011

    Chapter 19: Troubleshooting Security Errors

    Chapter 20: Security Role and Privilege Definitions

    Chapter 21: Security Access Level and Rights Definitions

    Chapter 22: References and Resources

    ACKNOWLEDGMENTS

    I would like to thank the following people who were indispensable in the production of this book:

    Amy Langlois, Corey Hanson, Jennifer Franz Milam, Josh Behl

    Chapter 1:Dynamics CRM 2011 Security Overview

    Microsoft Dynamics CRM uses role–based security to grant access to resources within the Dynamics CRM system using the following components:

    tmp_3f1287501d607612bb21db980152d85b_221pr3_html_4ee0f0cb.png

    Business Units are the main container for security objects which include: Users, Teams, and Security Roles.

    Users are accounts which are authenticated personnel which map to either Active Directory or Windows Live users.

    Security Roles are defined per business unit to identify a type of person or a job description for people accessing the Dynamics CRM system.

    Privileges exist within each security role and represent an action that can be taken on an entity. For example, the Create Account, Update Contact, or Delete Case privileges define the privilege for creating Accounts, updating Contacts, and deleting Cases (respectively) in Dynamics CRM.

    Access Levels within each Privilege determine the scope of access for a privilege within a specific security role.

    The fundamental concept of role–based security is that a security role contains privileges that define a set of

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