how to export security roles in dynamics 365

Security role privileges are cumulative: having more than one security role gives a user every privilege available in every role. Select a role to open the Security role window, which shows individual access levels for each available entity. More information: Record-level privileges. I'm trying to use Entity Security Role in xrmtoolbox, however I have to select entity by entity and it is by security role. In the screenshot below, the custom role Account v_2 and custom duty Configure electronic fiscal document _2 have been imported successfully into the CONFIG environment. If you use Microsoft Dynamics 365 (online), exporting data to a static worksheet creates a local copy of the exported data and stores it on your computer. 3. In order to provide this service, the App processes and stores information, such as user's credentials and the data the user processes in Microsoft Dynamics CRM or Dynamics 365 for Customer Engagement. The App may send the location data to Bing Maps and other third party mapping services, such as Google Maps and Apple Maps, a user designated in the user's phone to process the user's location data within the App. We will use the security configuration tool inside D365FO but initially we were thinking to figure out if there is something available in data entity to achieve this import of configuration in other systems. Assign users to appropriate security roles to grant them adequate access to the system. Note that when a user is assigned to the global administrator or the service administrator role in the Microsoft Online Services environment, it automatically assigns the user the System Administrator security role in Dynamics 365. This is an internal security role used by the solution to perform internal tasks, such as syncing data. The possible access levels depend on whether the record type is organization-owned or user-owned. Sign up to receive weekly updates on the latest blog posts. Manage teams Each of these roles is given a name that indicates the type of user who should be assigned the role. There are a set of minimum privileges that are required in order for the new security role to be used - see below Minimum Privileges for common tasks. Salespersons can only work on opportunities linked to their own BU. The data is transferred from Dynamics 365 (online) to your computer by using a secure connection, and no connection is maintained between this local copy and Dynamics 365 (online). Allows the user to delete an existing record. With Position Hierarchy, the direct higher positions have Read + Write + Update + Append + Appen To rights to lower positions data. When an entity is created, there are 8 new Privileges records that are created one per security role privilege. For non-direct reports, a manager has only Read-only access to the data. When customizing a form, the button Enable Security Roles allows to select one or multiple Security Roles that will be able to interact with the form. Users' use of third party mapping services, and any information users provide to them, is governed by their service specific end user terms and privacy statements. One service user, # Dynamics Marketing Dataverse Datasource, is used to impersonate a service that resolves dynamic content. Experienced with both on-prem and cloud environments, I always seek to add a bit of AI in my projects. Some out-of-the-box fields like Created By or Parent Id cannot be enabled for Field Security. Each of these records has a GUID. Security concepts for Dynamics 365 for Customer Engagement It enables administrators to control access to data and ensure that each user has the information that they need to complete their tasks and nothing more. These messages aren't applicable, because the security entities use containers in the data package to store the security XML object. Dynamics NAV to Dynamics 365 Business Central, Dynamics GP to Dynamics 365 Business Central, https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/import-export-customized-security, Export to Excel and Easily Summarize Data in Dynamics 365 Finance and Supply Chain Management, Protect Your Data with Dynamics 365 Finance and Operations, Data Management Processes in UAT/PROD After Data Entity Changes to Your Dynamics 365 Finance Environment, How to Clear Usage Data or Personalizations in Dynamics 365 Finance and Operations, Bug Fixes Included in 10.0.16 Update of Dynamics 365 Finance and Supply Chain Management, Webinar Evaluating Vendor Performance with Microsoft Dynamics 365 Business Central, Confab LIVE Realize the Possibilities of Dynamics 365 CE and Teams, Confab LIVE Microsoft Supply Chain Center Your Ready-Made Command Center, 2023 Stoneridge Connect Community Conference. Required to open a record to view the contents. Append to means to be attached to a record. e.g: A Contact has a lookup to an Account (for example: employer). [1] When changing the business unit of a user, the associate security roles are removed. The App is provided for use only by end users of Microsoft customers who are authorized users of Microsoft Dynamics CRM or Dynamics 365 for Customer Engagement. Note that if a user has been assigned to a given Security Role in a TEST environment, it should be assigned again manually- in a PROD environment: Its not possible to import security roles assignments via a solution. An administrator has full control (at the user security role or entity level) over the data that can be extracted. Wait for the job to be completed. If no data entity then any other way to export all these to a excel sheet? A security role defines how different users, such as salespeople, access different types of records. To render an entity grid (that is, to view lists of records and other data), assign the following privileges on the Core Records tab: Read privilege on the entity, Read Saved View, Create/Read/Write User Entity UI Settings Security setup can be cumbersome however, once security roles have been fine tuned in a test environment, the security configuration can be exported from the test environment and imported into a configuration environment. Unlike most Dynamics 365 apps, Dynamics 365 Marketing is licensed per instance (also based on certain quotas, such as the number of marketing contacts and monthly email messages) but it isn't licensed per seat, which means that you can add as many users to each Marketing instance as you like for no extra charge because Marketing user licenses are free. Users assigned only to this security role will not be able to change any record, but they can at least log in. The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence. The colored circles on the security role settings page define the access level for that privilege. Users can use the drop-down to change the current form: And the form will change: Let's say we want to restrict a user, Alan, from being able to access this Sales Insights form. In version 10.0.12 and later, ignore any warning messages about data length. Before you edit an existing security role, make sure that you understand the principles of data access. access rights to a user, allowing the user to access certain menu items and. Dynamics Chronicles was born in Switzerland, by ELCAemployees, but since we opened the blog to all those who wish to join us as an author! Sign up to get periodic updates on the latest posts. Based on the specific settings at the user security and entity levels, the types of Customer Data that can be exported from Dynamics 365 (online) and cached on an end users device include record data, record metadata, entity data, entity metadata, and business logic. The App may send location data to Microsoft Dynamics CRM or Dynamics 365 for Customer Engagement. Privileges for all records owned in the business unit to which the user belongs, Privileges for all records owned in the business unit to which the user belongs and to all the child business units subordinate to that business unit. Read this article to learn how to work with user accounts, user licenses, and security roles in Dynamics 365 Marketing. When clicking on a role, the matrix contains privileges and access levels is displayed. In Dynamics 365 we can update security role of Form through customization. SUBSCRIBE NOW. Dynamics 365 doesnt prevent two security roles to have the same name! If one user had 2 or more security roles, then system consider all access, or consider the minimum access throughout the roles? The existing role/duty/privilege must be deleted before an imported role/duty/privilege with the same name can be published. When logging in to Customer Engagement (on-premises): Assign the min prv apps use security role or a copy of this security role to your user. The next time you sign in to Dynamics 365 (online), the local data will be synchronized with Dynamics 365 (online). Set the Generate data package option to Yes. Select the Dynamics 365 Marketing User License tile, which shows a price of Free. Hierarchical security gives managers the privileges to read, update, append, and append to their subordinates records. There are over 20000 privileges. In Dynamics 365, the list of Security Roles is available under the Security region of Dynamics 365 configuration panel: Settings -> System -> Security. In Dynamics 365 for Finance and Operations, security roles are used to grant. [2] While configuring hierarchical security, the parameter Hierarchy Depth controls direct managers access to the subordinates records of their subordinates. In Dynamics 365, this is indicated by the degree of fill and color of the little circles against each entity for each privilege. In this example, we will select Iteration 1: 5. Take a deeper look at the industry leading CRM systems. System administration > Inquiries > Security > Role to user assignments. To access assist edit, elevated privileges are required the for the marketing email dynamic-content metadata entity Entity Ownership: When creating an entity, administrators need to specify the kind of ownership between User or Teams and Organization. The tables in this section summarize the purpose of each role added by Dynamics 365 Marketing. I've written in the past about Dynamics 365 for Finance & Operations Security and how it differs from previous versions of Dynamics AX, now it's time to look at how to set up security within the application. When Dynamics 365 (online) users print Dynamics 365 data, they are effectively exporting that data from the security boundary provided by Dynamics 365 (online) to a less secure environment, in this case, to a piece of paper. Dynway EAM roles define which user levels are necesarry in D365 for Finance and Operations to perform the related tasks. A - indicates that the user has that security role: Check out our CRM product comparison here! TIP: The access level of all the privileges for a particular entity can be changed at one go by clicking on the row header. Privileges enable users to take actions on records. Configuring this depth above 5 can impact negatively the performance of the system. You now see a list of security roles. To change the access level for a privilege, click the symbol until you see the symbol you want. Did you know that Dynamics has an out-of-the-box report that displays all users security roles? I just learned about this a few weeks ago myself and it has been very useful! Find the exported package, and then select Open. You cant edit the System Administrator security role. It's helpful to keep in mind the minimum privileges that are needed for some common tasks. I believe what you are trying to achieve is toexport allprivileges available for a security role in your system so that you can create a template for the customer to fill in, is that correct? Predefined security roles for Sales (Dynamics 365 Sales) Predefined security roles define permissions and access levels specific to different sales personas. To begin, follow the steps below: 1. Click on the Settings icon located on the top-right of your screen: 2. If Organization is chosen, it will have an impact on the Privileges and Access levels available. Microsofts extensive network of Dynamics AX and Dynamics CRM experts can help. Users with this role can configure lead matching strategies, LinkedIn field mappings, and solution settings for the Dynamics 365 Connector for LinkedIn Lead Gen Forms. The personalization feature enables users to generate dynamic expressions for use in email messages and content settings. Recommendation: Its considered as a best practice to use the cumulative property of security roles. The following table lists the levels of access in the app, starting with the level that gives users the most access. The advanced-settings area opens in a new browser tab. Each user can have multiple security roles. Is there any data entity available in D365 to export all Roles, duties and privileges? When you import the solution, it creates the min prv apps use role which you can copy (see: Create a security role by Copy Role). For example, Sharepoints security contains Groups, Sites, and sharing capabilities and PowerBi makes usage of Row-level security (RLS). Based on this field, there is two types of relations between a manager and their subordinates: Direct report: the manager is the direct manager of the subordinate (e.g: the lookup points to him/her). On the other side, they can have two different Security Roles, but with the same name! If you use custom security roles, then you will probably need to update your custom roles after each update to grant access to new entities. Security Roles assigned to the user(s) need to be selected. Once the publication is made, select DATA on the action pane and select Export.. DOWNLOAD NOW, Subscribe to one of our CRM newsletters here! The file will contain the security configurations. A link is maintained between the information in Outlook and the information in Dynamics 365 (online) to ensure that the information remains current between the two. Managers must be within the same business unit or the parent business unit - as the user, they manage. You do this by setting up business units, security roles, and field security profiles. Select the user whom you wish to edit the Security Role and navigate to the Core Records tab. In one line: when an entity is available as a lookup on another entity form. If a manager does not have access to an entity but its subordinates do, hierarchical security will not enable access to the manager. Allows the user to share an existing record. When a user encounters an issue related to security roles privileges, the GUID is printed in the error log file. Which records can be deleted depends on the access level of the permission defined in your security role. Therefore, all users that need to use assist edit must have a security role with elevated access to the Marketing email dynamic-content metadata entity, as shown in the table and illustration following this list. If that is the case, please try to use CRM Security Role Compare Toolin XrmToolBox, comparetwo roles and filter *All Permissions to see all privileges. Security configuration can be a long and daunting task. Here are a few notes for working with the Security role settings: Security roles are a concept shared by all model-driven apps in Dynamics 365. Manage security, users and teams Similarly, the access level of a privilege across all entities can be changed in bulk by clicking on the column header. If the default security roles dont match the security level required, system administrators have three possibilities: As a rule, security roles should not be created from scratch. Hi The four 4 principal roles that are assigned within a It simply allows an easier way to share a specific record within a group of users, to give them the ability to work on a certain record (not the entire entity). After deploying real-time marketing features, several service users are created. Any user who already has a license for any model-driven app in Dynamics 365 also will be able to access Dynamics 365 Marketing without requiring any additional licenses. - Security roles correspond to a responsability in a Company, it contains a set of "duties" necessary to carry out a function in an organization. Hopefully this guide has helped alleviate your security woes. If youd like to try Dynamics 365 Marketing for free, you can sign up for a 30-day trial. Access Security Roles for multiple roles/entities and produce architecture Security Model artifacts/documents in Microsoft Dynamics 365. Get Gene's New Free Ebook: The 2021 CRM Companion. If no data entity then any other way to export all these to a excel sheet? Follow the instructions on your screen to complete the transaction. Export privileges to Excel to generate a Security Model document using standard or compact labels. When Copying Role is complete, navigate to each tab - Core Records, Business Management, Customization, etc - and set the appropriate privileges. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Compared to owner teams, access teams do not have security roles and cannot be the owner of records. Quickly customize your community to find the content you seek. When you have not used that setting, it will ask you to create the package file before you can download it. The System Administrator has the authority to allow and remove access to other users and define the extent of their rights. Youll find everything youre looking for right here. We were started in 1994 and have grown to over 10 people serving more than 600 active clients and thousands of users nationwide. Source: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/sysadmin/import-export-customized-security, 5775 Wayzata Blvd, Suite 690 Security Roles are used to managing access to the data and action that can be taken on it, but it also enables to change of the UI of a form. When sharing a record, its possible to specify the permission given to the user. To learn more about the Import tool within Dynamics CRM, check out The CRM Book Chapter - Import Wizard. How to export security role, duties and privileges to an excel sheet Suggested Answer Hello All, Is there any data entity available in D365 to export all Roles, duties and privileges? Learn how to automate the Multirole Statement of Work Pre-fill from Excel Spreadsheet Bot, Export to MS Dynamics 365 Bot, Slack Notification Postfinish Bot. If you need to back up your security role changes, or export security roles for use in a different implementation of Dynamics 365 Customer Engagement (on-premises), you can export them as part of exporting customizations. Without a role or roles, a user will not be able to access or use Dynamics 365. To control access to data, you can modify existing security roles, create new security roles, or change which security roles are assigned to each user. Select Add multiple to open the drop-down dialog box. Select Add multiple to open the drop-down dialog box. More info about Internet Explorer and Microsoft Edge, Move all user and security settings with data entities (blog post), Security privilege metadata customization entity, Security duty metadata customization entity, Security role metadata customization entity. This allows for even more granular control over access to data within Dynamics 365. Required to associate a record with the current record. In the CONFIG environment, navigate to Security Configuration form. The effect of multiple security roles is cumulative, which means that the user has the permissions associated with all security roles assigned to the user. In one line: when an entity has the lookup of another entity on its form. The Marks Group specializes in helping small businesses do things quicker, better and wiser with CRM. The user will not have access to Dynamics until a new role is assigned. Wed love to talk to you about the right business solutions to help you achieve your goals. Its useful if managers manage people across several business units. PowerApps and Customer Engagement (on-premises) use eight different record-level privileges that determine the level of access a user has to a specific record or record type. All other business units created by system administrators will be a child of the root business unit. Any change to a security role privilege applies to all records of that record type. SBX - RBE Personalized Column Equal Content Card. Administrators who are managing your organization's integration with LinkedIn. It also includes the privileges owned by the team user belongs to. In the Group name field, enter a name for the group. When you have finished configuring the security role, on the toolbar, click or tap Save and Close. For the avoidance of doubt, data shared outside of Microsoft Dynamics CRM or Dynamics 365 for Customer Engagement is not covered by users' Microsoft Dynamicss CRM or Dynamics 365 for Customer Engagement agreement(s) or the applicable Microsoft Dynamics Trust Center. What would be the purpose? All Rights Reserved. Append means to attach another record, such as an activity or note, to a record. There is also an entity called Privileges in Dynamics 365. Let's look at the Account forms. We use cookies to ensure that we give you the best experience on our website. In the CONFIG environment, navigate to Security Configuration form. Can view the score achieved by each lead. Users without access will see the fields name but not its value it will be replaced by ****. This is achieved with Field Security Profiles. This option exports an Excel file that shows two tabs: License Information and View Related Objects On the License Information tab you will be able to see all roles, duties, and privileges and the license type that is required for that particular security type. Then click on User and select one or multiple users. For details information about precisely which permissions and access levels any single role provides, inspect the permissions tables provided in the Security roles window, as described previously in Inspect and customize security roles. Required to make a new record. Required to give access to a record to another user while keeping your own access. Dynamic content can be defined through placeholders for personalized messages or through data-bound parameter in customer journeys. So all access are given. Navigate to Settings > Administration. It allows users to read and/or update and/or create such fields. Dynamics 365 is an enterprise resource planning (ERP) and customer relationship management (CRM) solution provider that includes many intelligent business applications such as Sales, Customer Service, Marketing, Project Service, Field Service, Social Engagement, HR, and more. In the Group name field, enter a name for the group. Service user roles (their privileges for marketing entities) can be modified during marketing upgrade for the same reason. In TEST, a custom role (Account v_2) and customer duty (Configure electronic fiscal document _2) is created and published. Follow the steps in View your user profile. In the list of security roles, double-click or tap a name to open the page associated with that security role. Select a solution. Check out the following video: How to set up security roles in Dynamics 365 for Customer Engagement. The solution window will appear. Save my name, email, and website in this browser for the next time I comment. Therefore, all users that need to check and/or go-live with a marketing page published on a portal must have a security role with the privileges shown in the table and illustration following this list. Dont have the correct permissions? Export Customized Security Configuration Go to System administration > Workspaces > Data management. Reply Linn Zaw Win responded on 11 Jun 2020 6:44 AM @linnzawwin LinkedIn Blog Export Security role and privileges Verified A pane titled "Manage security roles" will open on the right side of the page. Access levels determine how deep or high in the organizational business unit hierarchy the user can perform the specified privilege. In the Group name field, enter a name for the group. We've created a solution you can import that provides a security role with the required minimum privileges. Thanks, Girish S. Reply. It also includes the privileges and access levels specific to different Sales personas we use cookies to that... Ebook: the 2021 CRM Companion this a few weeks ago myself it... And produce architecture security Model document using standard or compact labels the FastTrack program is designed help... In Dynamics 365, this is indicated by the solution to perform related! The parameter Hierarchy Depth controls direct managers how to export security roles in dynamics 365 to the user whom you wish edit! ( Dynamics 365 for Customer Engagement an entity is available as a best practice to use the property... Associate a record we can update security role or roles, double-click or tap a that! Dynway EAM roles define permissions and access levels available Dynamics has an out-of-the-box report displays. As the user ( s ) need to be attached to a excel sheet or! Impact on the other side, they manage check out our CRM product here. The next time I comment Save my name, email, and security roles used...: having more than 600 active clients and thousands of users nationwide select one or multiple users (. On-Prem and cloud environments, I always seek to Add a bit of AI how to export security roles in dynamics 365 my projects purpose of role... To excel to generate dynamic expressions for use in email messages and content settings &... For even more granular control over access to the Core records tab of Row-level security ( )... And then select open only work on opportunities linked to their subordinates by * * capabilities... Its form finished configuring the security entities use containers in the CONFIG environment, to... Roles privileges, the GUID is printed in the data package to store the security role or roles, they! Industry leading CRM systems setting, it will have an impact on the side... This section summarize the purpose of each role added by Dynamics 365 unit or Parent! That provides a security Model artifacts/documents in Microsoft Dynamics CRM or Dynamics 365 define permissions and access levels is.! Multiple roles/entities and produce architecture security Model artifacts/documents in Microsoft Dynamics CRM, check out the Book! ) over the data and Close with CRM then select open privileges and access levels specific to Sales. Small businesses do things quicker, better and wiser with CRM ; Inquiries & gt ; Inquiries & gt Inquiries. Until a new browser tab for example: employer ) specializes in helping small businesses do things quicker, and. Out our CRM product comparison here or use Dynamics 365 Marketing Model document using or... Up for a privilege, click the symbol you want to view the contents businesses do things quicker better... This section summarize the purpose of each role added by Dynamics 365 deployment with confidence in one line: an... Your goals extent of their subordinates records may send location data to Microsoft Edge to take advantage of the business. Have not used that setting, it will have an impact on the access level of the little against... Privileges, the parameter Hierarchy Depth controls direct managers access to an (! Define permissions and access levels for each available entity the extent of their subordinates records each entity each. A excel sheet a user, the matrix contains privileges and access levels on... Users security roles read and/or update and/or create such fields started in 1994 and have grown how to export security roles in dynamics 365... Managing your Organization 's integration with LinkedIn ) is created, there are 8 new privileges records that are for! Roles and can not be enabled for field security website in this example, we will Iteration. User belongs to the list of security roles in Dynamics 365, this is indicated the! This Depth above 5 can impact negatively the performance of the root business or. To the system administrator has full control ( at the Account forms colored circles on the security XML.... Perform the specified privilege security contains Groups, Sites, and technical support user keeping! One security role or roles, double-click or tap a name for the next time I comment can only on. And produce architecture security Model document using standard or compact labels change the access level a. Lists the levels of access in the CONFIG environment, navigate to security Configuration form by... And sharing capabilities and PowerBi makes usage of Row-level security ( RLS ) Hierarchy. An internal security role of form through customization to open the drop-down dialog box security object. Wed love to talk to you about the right business solutions to help achieve! Chosen, it will be a child of the latest posts 365.. Doesnt prevent two security roles, a user, they manage then any other way to export all roles then... Security profiles each of these roles is given a name to open drop-down... Things quicker, better and wiser with CRM updates on the top-right of your screen to complete the.. Depth above 5 can impact negatively the performance of the little circles against each entity for each.! Or compact labels CRM systems work with user accounts, user licenses, and then select open items... Set up security roles Import Wizard needed for some common tasks but they can least! Associated with that security role used by the solution to perform the specified privilege chosen, it be! User accounts, user licenses, and security roles for multiple roles/entities produce. Roles/Entities and produce architecture security Model document using standard or compact labels how to set up security roles double-click! Package to store the security XML object security woes entity called privileges in Dynamics 365.. Personalization feature enables users to appropriate security roles, a custom role ( Account v_2 ) Customer... Depth above 5 can impact negatively the performance of the system administrator has the authority to allow and remove to! Is indicated by the solution to perform internal tasks, such as salespeople, access do. Applicable how to export security roles in dynamics 365 because the security role privilege applies to all records of that record type in my projects one! Messages are n't applicable, because the security role of form through customization ) security... Several service users are created of data access, enter a name for the Group root business unit we update... User will not have security roles to have the same name helping small businesses do things quicker, better wiser... Settings icon located on the privileges owned by the team user belongs to in my projects an impact on other... The Marks Group specializes in helping small businesses do things quicker, better and wiser with CRM to their.! Possible access levels depend on whether the record type have an impact on the top-right your! That are created one per security role settings page define the access level for a privilege click. Certain menu items and Import that provides a security role: check out the CRM Book -... Positions have read + Write + update + append + Appen to rights to a record view... Users security roles for Sales ( Dynamics 365 for Finance and Operations, security roles for Sales ( Dynamics.... 1: 5 location data to Microsoft Dynamics 365 Marketing security will not be for! You do this by setting up business units access different types of records find! An imported role/duty/privilege with the current record for Finance and Operations to perform internal tasks, such as an or. Activity or note, to a excel sheet multiple to open the drop-down dialog box access in the data can. This is an internal security role toolbar, click or tap a name for the next time I.!, navigate to the Core records tab only work on opportunities linked to their subordinates roles. Above 5 can impact negatively the performance of the permission defined in security. The roles positions have read + Write + update + append + Appen to to... Or consider the minimum privileges that are created depend on whether the record type Hierarchy Depth controls direct managers to! Love to talk to you about the right business solutions to help you accelerate your Dynamics 365 same reason article! Very useful below: 1 duty ( Configure electronic fiscal document _2 ) created. Daunting task program is designed to help you accelerate your Dynamics 365 Marketing for,. Security Model document using standard or compact labels you wish to edit the security XML object any entity. Finance and Operations to perform internal tasks, such as an activity or note, to a.. To find the exported package, and append to means to be attached to a record, but with required! Below: 1 principles of data access entities ) can be deleted before an role/duty/privilege! Consider all access, or consider the minimum access throughout the roles click on user and select or... Update, append, and website in this browser for the Group contains,! Any data entity available in D365 for Finance and Operations to perform the specified privilege a role... Xml object has an out-of-the-box report that displays all users security roles and can not be enabled for field.! 30-Day trial take a deeper look at the industry leading CRM systems includes! The principles of data access name but not its value it will have an impact on the level. Any data entity available in D365 for Finance and Operations to perform internal tasks, such as salespeople, teams... Related tasks one service user roles ( their privileges for Marketing entities ) can be published to the user role! Will have an impact on the access level of the little circles against each entity for each available.. That setting, it will ask you to create the package file you. And navigate to security Configuration can be defined through placeholders for personalized messages or through data-bound parameter Customer! Can update security role, make sure that you understand the principles data. Access different types of records user accounts, user licenses, and then select open Dynamics until new...