What Are Hierarchy Security Models in Dynamics 365
Since December 2015, a new addition has been made to the security model to provide hierarchical visibility based on the manager field in the user record. This feature will allow managers to read, update, append and append to their subordinates’ records. The feature also grants read permissions to managers above the direct manager allowing for easier visibility of subordinates’ activities that can be used in a dashboard and for easy reporting.
Manager Hierarchy and Position Hierarchy Security Models
There are two security models that can be used for hierarchies; Manager Hierarchy and Position Hierarchy. With Manager hierarchy, a manager must be within the same business unit as the report, or in the parent business unit of the report’s business unit, to have access to the report’s data. Position hierarchy allows data access across business units. If you are in an organization, that has tight security constraints you may prefer the Manager hierarchy model, to prevent managers’ accessing data outside of their business units. However, if your organization works across business units or has managers who may manage people across business units you may want the managers to access records in different business units Position hierarchy may be the right choice.
How to Enable Hierarchy Security
- On the Navigation Bar drop down, select Settings, Security, then Hierarchy Security.
- Click on the Enable Hierarchy Security Modeling check box
- Set the hierarchy model to Manager Hierarchy or Custom Positions Hierarchy
- Click on the Configure hyperlink to configure the model you will be using. For Manager be sure to configure the correct manager positions for all users. For Positions set-up your positions hierarchy.
- Set the Hierarchy Depth (Note that there may be a performance impact on depths greater than 4)
Optional: Exclude certain entities from the hierarchy model
Once Hierarchy Model has been enabled you will be able to access this hierarchy by clicking View Hierarchy on the Command Bar or in the drop down of additional options.
Hierarchical security models are an addition to the current security models and will adhere to security restrictions. For example, if a manager does not have access to an entity, hierarchy security will not give them access to that entity. This adds visibility based on the hierarchical structure to allow for an easier way for managers to see the records for their people and those below them.
Use the links below to explore business administration in Dynamics 365 in more detail:
- Planning Security
- Business Units
- Security Roles
- Field Security Profiles
Become a CRM Administrator
For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.