Security overview

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

The Security screen in the Settings work area gives you all your security-related admin settings in one place.

Select the links in this table to learn more about each Dynamics 365 security setting.

Security setting

Related topics

Users

Manage users

View your user profile

Security Roles

Security roles and privileges

Assign security roles to a form

Field Security Profiles

Enable or disable security for a field

Set up security permissions for a field

Positions

Create a position to use in hierarchy security

Teams

Create or edit a team

Business Units

Create or edit a business unit to control access to records

Hierarchy Security

Learn about hierarchy security

Access Team Templates

Create a team template and add to an entity form