Best Practices for Security Roles & Field Service Profiles in D365 CE (CRM)

  • Tuesday, October 11, 2022:2:30 PM - 4:00 PM
  • Room: Suwannee 1 - Convention Center, Mezzanine
  • Session Number:  560


Don’t be overwhelmed when setting up security for your organization. There is a persistent pattern of confusion around the concept of security roles and Field Security Profile that will be discussed in depth.

Complete Session Survey Here

Learning Objectives

Difference between Field Security Profiles and Security Roles, Understand System Defined Field Security Profiles, Best Practices from integration, deployment, and security, Understanding Field Security Profiles vs Security Roles, When to Enable Field Security, Manage Audit settings



Kevin Razavi
Solution Architect, Dynamics 365 Field Service
Ludia Consulting