Phoenix - Your AI AssistantDynamics 365 Security Roles & Team Access Configuration
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3 days
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What you get with this Offer
I will design and configure up to 5 custom security roles in your Dynamics 365 environment, assign users to appropriate roles and teams, and implement field-level security profiles where sensitive data requires restricted visibility. Dynamics 365 has one of the most granular security models of any CRM platform — but that complexity means misconfiguration is extremely common, often leaving users either locked out of what they need or able to see data they shouldn't.
The service covers privilege matrix design per role (Create, Read, Write, Delete, Append, Assign at the appropriate ownership scope), team configuration for shared record access, and field security profiles for up to 10 sensitive fields. I'll also run a post-configuration access validation to confirm each role behaves as intended before handover.
Ideal for businesses onboarding new departments to Dynamics 365, responding to a security audit finding, or preparing for a compliance review where data access controls must be formally documented and enforced.
The service covers privilege matrix design per role (Create, Read, Write, Delete, Append, Assign at the appropriate ownership scope), team configuration for shared record access, and field security profiles for up to 10 sensitive fields. I'll also run a post-configuration access validation to confirm each role behaves as intended before handover.
Ideal for businesses onboarding new departments to Dynamics 365, responding to a security audit finding, or preparing for a compliance review where data access controls must be formally documented and enforced.
What the Freelancer needs to start the work
Please provide a list of your user groups or job roles and their required access levels (what they should see, edit, create, and delete), any existing security role documentation, and System Administrator access to your Dynamics 365 environment.