Security Principals
by Jim Steger Mike Snyder Brad Bosak, Corey O’Brien, and Phil Richardson
Programming Microsoft Dynamics® CRM 4.0
- Programming Microsoft Dynamics® CRM 4.0
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- Foreword
- Acknowledgments
- Introduction
- I. Overview
- 1. Microsoft Dynamics CRM 4.0 SDK Overview
- Software Development Kit Introduction
- Hitchhiker’s Guide to Common Questions
- Can we alter the CRM database structure to add our custom tables and columns?
- How do we write custom code that gets data into and out of Microsoft Dynamics CRM?
- Can we change the current CRM form layouts and controls?
- How do we implement our own custom business logic?
- How much control do we have over the user interface and branding?
- How do we deploy changes from one system to another?
- Will our customizations upgrade when Microsoft releases a new version of the software?
- Are role-based security permissions supported and configurable?
- Does Microsoft Dynamics CRM support multiple languages and currencies?
- Will our programming customizations run offline?
- How do you recommend we set up a Microsoft Dynamics CRM development environment?
- Microsoft Dynamics CRM as a Business Application Platform
- Summary
- 2. Development Overview and Environment
- 3. Communicating with Microsoft CRM APIs
- Overview of the Microsoft Dynamics CRM 4.0 SDK
- Accessing the APIs in Visual Studio 2008
- CrmService Web Service
- MetadataService Web Service
- CrmDiscoveryService Web Service
- Connecting to Microsoft Dynamics CRM IFD
- Connecting to Microsoft Dynamics CRM Offline
- Connecting to Microsoft Dynamics CRM Online
- Summary
- 1. Microsoft Dynamics CRM 4.0 SDK Overview
- II. Extending Microsoft CRM
- 4. Security
- 5. Plug-ins
- 6. Programming Workflow
- Overview
- The Workflow Designer
- Windows Workflow Foundation
- Custom Workflow Activities
- Example Activities: Math Building Blocks
- Example Activity: Retrieve Most Available User
- Example Activity: Calculate Related Aggregate
- Summary
- 7. Form Scripting
- 8. Developing with the Metadata Service
- III. Advanced Topics
- 9. Deployment
- Common Deployment Steps
- Deploying Microsoft Dynamics CRM Components
- Offline Application Deployment
- Testing Strategies
- Additional Deployment Considerations
- Example Deployment Sequence
- Summary
- 10. Developing Offline Solutions
- 11. Multilingual and Multi-Currency Applications
- 12. Advanced Workflow Programming
- 13. Emulating User Interface with ASP.NET Development
- 14. Developing Custom Microsoft CRM Controls
- 15. Additional Samples and Utilities
- 9. Deployment
- A. About the Authors
- B. About Sonoma Partners
- C. Additional Resources for Developers from Microsoft Press
- D. More Great Developer Resources
- Index
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Security principals in Microsoft Dynamics CRM are users or groups that can own or access records. Table 4-2 describes the two types of security principals in Microsoft Dynamics CRM.
Table 4-2. Security Principals
Name | Description |
|---|---|
User | A user in the system who has assigned security roles that determine his or her access. |
Team | Teams do not have security roles, but you can share objects. The actual access to the record is determined by the share privileges |
You might expect that a team can own a record, but only users can own a record in Microsoft Dynamics CRM. Instead of changing a record’s owner to a team, you share a record with a team, and then define the privileges associated with the share. For example, you can share account record A with a team, granting the team members read and write privileges, but share account record B with the same team and grant the team members only read privileges.
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