Hierarchical security models are one of the latest additions to the upcoming update of Microsoft Dynamics 365. This feature will allow managers to take a look at the records of those that rank below them. The direct manager of an employee is thus given the option to not only read, but also update and append those records. Since the activities of subordinates are made more visible thanks to this feature, this is very helpful for reporting purposes. Given that new security features have been added, the “Security” tab is now to be found in its very own section as part of the drop-down settings menu.

Security models with Microsoft Dynamics CRM

 This is where you will find all of the security-related items. In addition, the new hierarchy feature can also be accessed from here.

Sicherheitsmodelle mit Microsoft Dynamics CRM

 Clicking on “Hierarchy Security” will enable you to activate the Hierarchy Security feature.

Configuring security models with Microsoft Dynamics CRM

Next, you can select the following Settings:

security models options

  1. Turning Hierarchy Modeling on or off
  2. Selecting “Manager Hierarchy”
  3. Determining the hierarchy depth
  4. Choosing entities that are to be excluded from Hierarchy Modeling

 

Once Hierarchy Modeling has been turned on, you can utilize the Hierarchy View feature. This feature can be accessed from the user record by clicking on “View Hierarchy.”

security models with Microsoft Dynamics CRM

 The relationship between the user and the manager will now be displayed. Other subordinates on the same level will also be shown.

employee relationships with Microsoft Dynamics CRM

 Overall, the manager can now get a glimpse of his relation to the user as well as other employees that are on the same level as the selected subordinate. By using the up arrow, the manager can alter the Hierarchy View in order to see more of the larger subordinate structure, which is displayed as a portion of an organizational tree.

Managers can now access all of the records by their direct subordinates without having to utilize the sharing model.

By selecting “Hierarchy Security,” Positional Security can be enabled.

Hierarchy security with Microsoft Dynamics CRM

The manager now has access to the following Settings:

Hierachy security settings with Microsoft Dynamics CRM

  1. Turning Hierarchy Modeling on or off
  2. Selecting “Custom Position Hierarchy”
  3. Determining the hierarchy depth
  4. Choosing entities that are to be excluded from Hierarchy Modeling

Next, the manager should return to the main page and press “Select.”

Adding positions with Microsoft Dynamics CRM

Now, the manager will have access to the following list of position definitions:

 Active positions with Microsoft Dynamics CRM

This allows the manager to define the different positions. Moreover, he can select who reports to whom. This options works best for those companies, where managers require access to the records of their subordinates.

A position can simply be defined by naming it and allocating a parent position if applicable. As soon as these changes have been saved, the sub grid allows managers to add new users to the respective positions.

 defining positions with Microsoft Dynamics CRM

To get an overview of the positional hierarchy, the manager should click on “View Hierarchy.”

View hierarchy with Microsoft Dynamics CRM

 

The relationships between the different positions will now become visible. Navigation is made possible via the blue arrows

security roles with Microsoft Dymamics CRM

Of course, all current CRM security models continue to be available as well. If the team model is used, all business unit restrictions still apply. However, based on the hierarchical structure of these two new security models, managers will now find it easier to access the records for their subordinates as well as the people below their subordinates.

In conclusion, users can easily depict and manage hierarchical structures and user rights, using the high-performance customer relationship management tool from Microsoft. Microsoft Dynamics 365 has yet but a vast range of other useful features to offer. Click here and find out more about the diverse functions this CRM system has to offer.