A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views. The company wants to improve…

The correct answer is C. Use security roles. In Dynamics 365 Sales, security roles control access to different forms, views, and records. To ensure that each department can only access their respective custom forms and views, you should assign security roles to the forms and views. This allows you to restrict users based…

Configure the security model

Question

A company has two departments. Each department uses only custom forms and views designed for each department. Currently, all users can view all forms and views. The company wants to improve usability for its users. You need to limit users to only individual department forms and views. What should you do?

Options

ACreate a model-driven app for each department.
BUse a hierarchy security model.
CUse security roles.
DAdd an area for each department within the site map

How the community answered

(35 responses)

A
6% (2)
B
11% (4)
C
80% (28)
D
3% (1)

Explanation

In Dynamics 365 Sales, security roles control access to different forms, views, and records. To ensure that each department can only access their respective custom forms and views, you should assign security roles to the forms and views. This allows you to restrict users based on their department so they only see the forms and views relevant to them. 1. Edit the form properties Assign the form to specific security roles. 2. Edit the view properties Restrict views based on security roles. 3. Ensure users have the correct security roles Users in Department A will only see their assigned forms and views, and the same applies to

Topics

#model-driven apps#security roles#forms and views#department access

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