Security Templates - To Manage and Assign Dynamics Security Roles Better
Exercise full control over the security of your Dynamics organization with security templates. Decide and define Dynamics security roles to assign to each individual user in your organization. Assign the actions to users based on the Dynamics 365 security roles you assign to them, via security templates. Define which users can view and use which info box actions and bulk actions, to enhance role segregation and security with defined Dynamics 365 marketing security roles.
Features to Bolster Your Dynamics Security
Enhanced User Segregation and Roles
Assign different roles to different users as per the hierarchy and requirements, and segregate them on their basis. Get a better visibility of defined user actions and roles and boost your productivity with predefined Dynamics security roles.
Display Actions based On User Roles
Display only those actions that you want to show to one or more users based on their Dynamics security roles. Select all the actions you want to make available to a user and save the security template. Create multiple security templates to distribute security roles across your organization in varied ways, more efficiently.
Infobox Actions and Bulk Actions
Select from multiple Infobox actions and bulk actions to create a new security template to assign to users. Infobox actions include Add to Origin, Add to Destination, Add to Marketing List, Send Email, Point of Interest, Delete Record, etc. Bulk Actions include Add Task, Add Appointment, Assign Owner, Export to Email/PDF, Territory Management, Export to Excel, Category, Summary Card, etc.