Security in Microsoft CRM
Microsoft CRM software allows you to
maintain all vital information about your customers, partners, vendors,
and even employees.
Some, if not most, of this information can be confidential or
benefit of effectively using Microsoft CRM is phenomenal, however,
without proper planning there can also be drawbacks.
One major concern is ensuring
the security of the information to prevent it from getting damaged or
into the wrong hands. For
example, inexperienced workers may damage the data by accidental
deletion or corrupt the integrity of the system by incorrect data input,
while a disgruntled employee may purposefully damage company data.
The following are some items to keep in mind to ensure proper
data security within Microsoft CRM.
that all users use “strong” passwords for their account logins.
setting up Microsoft CRM, divide your organization into business units
that match the organizational structure. This makes it easier to
restrict access based on roles.
all users with roles with the minimum access levels and access rights
required for them to do their jobs.
Do not create user accounts that multiple employees would use.
a user needs additional access levels or rights, create a new role
with those specific privileges and add the user to the new role. Don't
grant the original role additional privileges that are needed only by
one or a few members.
appropriate, use sharing to give specific users, specific rights on
individual objects, rather than broader privileges on all objects of a
teams to create cross-functional groups, so that specific objects can
be shared with the team.
users who have sharing access rights to share the minimum information