Are you facing any Dynamics CRM security challenges?
Effective Dynamics CRM security is essential to ensuring the right users have the correct access rights to the information they need to do their job. With a mix of users, security roles, teams, business units and field security profiles it can be difficult to maintain effective security management in CRM.
Sometimes the pressure is on to provide access to a screen, field or feature to a specific security role without evaluating the impact this has on other users associated with that role. Have you inadvertently created a security loophole in Dynamics CRM?
Do you know with confidence which of your users are able to export contact and account data from CRM to Excel, and whether they can do this for just their own records, the business unit, or the whole organisation?
How we can help with robust security management
We can undertake a review of the security roles in your organisation and generate a gap analysis to bring your Dynamics CRM security structure back in line with your business needs.
We will also review with you other potential security management areas covering mobile and device management, and effective information security.
The next steps to securing Dynamics CRM
If you want to audit and secure your CRM environment, please contact us for further details.