Planning Security

Security Best Practices in Dynamics 365

Microsoft Dynamics 365 can be configured to meet the organization’s security requirements. This chapter highlights security best practices in Dynamics 365. Dynamics 365 provides a framework to reflect the security profile of the company. Planning and architecting a security design is essential to accomplish the following:

  • Protect information from being mishandled by users who lack understanding
  • Protect private knowledge from getting into the wrong hands
  • Ensure that users have the power to take actions commensurate with their profile/job role

The first step in architecting Microsoft Dynamics 365 security is creating a map of the organization structure. This structure can be helpful in the creation of business units and in assessing the level of authority that should be assigned to an individual or team. However, it has to be noted that the construction of the business unit’s structure does not necessarily have to follow the organizational hierarchy.

Use the links below to explore business administration in Dynamics 365 in more detail: