Security modeling is not something for the casual Microsoft Dynamics user. It is however something that they can benefit from in a big way and something that your company needs. Today we are going to discuss what it is simply for you and how you can implement it yourself. This is a vital topic for anyone who wants to get involved with a system like this. If working with a partner it is also very important that they have a plan for this when they are implementing the system for your company.
Security modeling in short is a large plan for how you are going to keep your IT network secure. This covers everything from passwords for mobile access to what level of information each worker gets to see. There are thousands of different ways to do this with a few being more popular than others in particular. We have discussed this briefly before but we want to talk about it in-depth here.
At the heart of every stable Microsoft Dynamics security plan lies two things: Authentication and Authorization. You need a system that is able to figure out whether someone is who they claim to be. You also need authorization to give them the powers they need in order to get the job done. Being too lax or harsh in either of these areas can cause problems along the chain of command that you just do not want to deal with. CRM for services companies is just part of the equation, not the whole thing.
So how do you go about this? You create roles and teams that have certain privileges. You can have owner teams that are allowed to change the information in records. You can have access teams that can look at the information but not change it, something that you might give to some of your clients so they can see what you are doing but not cause any damage if it were to get to the wrong person.
While you have a huge amount of flexibility you don’t want to add too many roles or it can get very confusing for people. For example if they can access all but two projects in an area but can see information they don’t even need in other areas, that is very frustrating. You want to avoid having too many roles and have your IT people cull roles that are redundant or no longer used. In this way you can keep everything going very smoothly without leading to problems.
The data crunch can also be a big problem with Microsoft Dynamics security. Having too much or too little access to data can get confusing as well. Have your people regularly change these factors as projects evolve or are finished. Thanks to the flexible style of the program this isn’t very hard. The last factor, as we have stressed before, is to give access to the right people. Employees who are satisfied and like the company, not ones who are upset and could betray it. Only you can decide who the people with power should be.