One of the new features in
For example, you may want the Account form to show different fields for different security roles hiding sensitive information that should be made visible to only certain roles. Once you create a new form, you must edit the form to remove fields and then assign the form to a specific security role.
Once the user logs into the system in their security role, the form would appear with the appropraite fields. For example, the screen that a Sales Manager sees will contain more information than one of his/her employees. Certain fields will not appear for the Sales person since their security level is lower than that of the Sales Manager. These security settings can be set across the organization, regardless of department. It's often a good idea to meet with department heads in advance so they can decide who on their teams get what security level settings. Security levels are easy to set up all at once, but can certainly be adjusted as needed as roles and employees change.
The role-tailored features offered in Microsoft Dynamics CRM 2011 ensure that business professionals in your organization have fast access to the relevant information they need. Role-based forms are also helpful in preventing users from seeing data they are not authorized to view. For more information, contact Steve Kane ([email protected] and 301-634-2404) at BroadPoint Technologies,
by BroadPoint Technologies,