Understanding Security & Permissions in Field Service
Dynamics 365 Field Service, like its other Dynamics 365 siblings, comes with a bunch of security roles and field security profiles. These out-of-the-box security configurations are then updated and tailored in each implementation. This article is to have a look at these roles & profiles, and briefly touch upon associated best practices: The ‘Whats’ and ‘Hows’ Every discussion on security architecture & setup of a new system starts with the identification of personas. Personas are…