Other security features
Microsoft Dynamics CRM 2011 offers a number of other security features that are described in other chapters of this book.
Field security profiles
Field security profiles and field-level security are described in Chapter 4, Entity and Attribute Customization. Custom fields on system and custom entities can be configured with the read, create, and update privileges restricted to users or teams who have been assigned a specific field security profile.
Role-based forms are described in Chapter , “User Interface Customization Using Forms, Views, and Charts”. Entity forms can be configured and made available only to users with specific security roles. For example, users with a Customer Service Representative security role might see a different version of the account form
compared to users with a Sales Representative security role.
User interface customization
Developers can use the methods described in the Microsoft Dynamics CRM software development kit to display or hide user interface components—such as ribbon buttons, left-hand navigation areas, and form sections—depending upon the user’s security role. Such custom development is outside the scope of MB2-866.
This lesson is a part of Configuring Organization Structure chapter from MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration Prep course. More lessons in this chapter are
The Practice tests included in this course are: