Properly managing user permissions in Dynamics 365 is crucial for data security and ensuring users only access the information they need. This guide will walk you through assigning and modifying security roles.
Go to the Power Platform admin center at admin.powerplatform.microsoft.com and sign in with your administrator credentials.
In the left-hand navigation pane, click on Environments. Find and select the Dynamics 365 environment where you want to manage permissions.
In the environment details page, click on Settings in the top menu bar. Under the Users + permissions section, select Users.
Find the user you want to manage in the list. Select the user, and then click Manage security roles in the command bar.
A new panel will appear listing all available security roles. Check the boxes for the roles you want to assign and uncheck the ones you want to remove. Click Save when you're finished.
Pro Tips for Managing Dynamics 365 Permissions
Always grant users the minimum level of access necessary to perform their job functions. Avoid over-assigning permissions, especially system administrator roles.
Assign security roles to Teams instead of individual users. This simplifies management, as you can add or remove users from a Team to grant or revoke access.
Periodically review user roles and permissions to ensure they are still appropriate. This is especially important when users change roles or leave the organization.
Leverage Business Units to segregate data and control access based on your organization's structure. A user's security role access is limited to the data within their Business Unit.
Explore other Dynamics 365 guides and shortcuts