DRAG DROP
You are a Dynamics 365 for Customer Service administrator.
A sales vice president notes she cannot see her direct report sales manager’s active accounts. Sales managers note that they cannot see the active campaigns that their peers are using.
You need to configure security for the sales vice president and sales managers to grant access to the data they cannot see.
Which security models should you use? To answer, drag the appropriate security methods to the correct teams. Each security method may be used once, more than once, or not at all.
NOTE: Each correct selection is worth one point.
Select and Place:
KAL+1
Correct answers should be:
Manager Hierarchy – should work according to best practices. Position hierarchy works across BUs that would be less secure in a sense that VP may be able to view the data from other BUs in case this is not desired.
Role based security – on BU level would give manages access to the data of their peers. Manager hierarchy works only hierarchically, and not at peers level.