Security Roles – The 3 Phases

The article discusses the three phases of security roles in Power Platform and Dynamics 365. The author shares their personal approach to creating security roles, assigning them to users, and structuring them with teams. They recommend starting with an existing role, such as Salesperson, and limiting delete actions for all users initially. They also suggest using security groups to manage changes in security roles and to remove the burden of access from consultants. The article concludes with the moral of the story: use security groups unless there is a good reason not to.

Article 20m Thomas Sandsør

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