Tag Archives: Dynamics CRM

Golden Rules to design a security model in Dynamics 365

I’m starting a new series of articles dedicated to security modeling in Dynamics 365 Customer Engagement.

The aim is to go beyond the basic principles that are already detailed in Customization and Configuration courses or on TechNet.
I will provide design tips, best practice and examples to simplify a CRM security model implementation and administration.

Dynamics 365 Security

Why is it crucial to address the security model early in a project?

  • The Dynamics 365 Customer Engagement security model is powerful and flexible: it offers many options that can be combined.
  • It must be addressed right from the start of your project, because chances are it will impact your data model and business rules.
  • You must always have in mind your security model, in particular when you design business processes or complex data models (e.g. business processes encompassing several entities, or entities with child records…)

Security model design Golden Rules

  • Have the future in mind: think about the administration effort when you will have to configure hundreds of users.
  • Keep it simple: at some point, new people will have to understand it and make it evolve.
  • Don’t sweep things under the carpet: it might be tempting to not address a potential security issue, but it’s best to spend time on it while you are designing your model rather than wait for users to notice it in production.
  • Negotiate: opinions can change on how strict or complex the security model should be!
  • Share: educate your customer on how the standard security model works and what different options it offers, it will then be easier to try to fit in.
  • Differentiate: are we talking about filtering what we see, or restricting access to data? Sometimes a filtered view is just what you need.
  • Scalability and performance: your model might work well for a few users, business units and records. How would it scale for hundreds of thousands / millions?

The different security model options and how you should address them

Dynamics 365 Security Options_EN

A history of Dynamics CRM certifications

Microsoft Dynamics CRM 1.0 came out in 2003. A the time, it was named “Microsoft Business Solutions Customer Relationship Management 1.0” (learn more about the Dynamics CRM history in this article by Fiona Bond).
CRM Certification Exams came out shortly after in 2004 with version CRM 1.2.

Since then, certification exams were always organized in these main categories:

  • Customization and Configuration
  • Applications (the functional ones, now being spit between Sales and Customer Service since CRM 2016)
  • Installation / Deployment (with a strong focus On-Premise deployments but not available after CRM 2016)
  • Extending (focused on specific developments, but not available after CRM 2013)
  • Online Deployment  (introduced with CRM 2015)

Microsoft Dynamics CRM 1.2

  • MB2-185: Microsoft CRM Customization v.1.2
  • MB2-186: Microsoft CRM Applications Professional v. 1.2
  • MB2-184: Microsoft CRM Installation and Configuration V.1.2

Microsoft Dynamics CRM 3.0

  • MB2-422: Microsoft Dynamics CRM 3.0 Customization
  • MB2-423: Microsoft Dynamics CRM 3.0 Applications
  • MB2-421: Microsoft Dynamics CRM 3.0 Installation and Configuration
  • MB2-498: Extending Microsoft Dynamics CRM 3.0

Microsoft Dynamics CRM 4.0

  • MB2-631: Microsoft Dynamics CRM 4.0 Customization and Configuration
  • MB2-632: Microsoft Dynamics CRM 4.0 Applications
  • MB2-633: Microsoft Dynamics CRM 4.0 Installation and Deployment
  • MB2-634: Microsoft Dynamics CRM 4.0 Extending Microsoft Dynamics

Microsoft Dynamics CRM 2011

  • MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration
  • MB2-868: Microsoft Dynamics CRM 2011 Applications
  • MB2-867: Microsoft Dynamics CRM 2011 Installation and Deployment
  • MB2-876: Microsoft Dynamics CRM 2011 Extending

Microsoft Dynamics CRM 2013

  • MB2-703: Microsoft Dynamics CRM 2013 Customization and Configuration
  • MB2-700: Microsoft Dynamics CRM 2013 Applications
  • MB2-702: Microsoft Dynamics CRM 2013 Deployment
  • MB2-701: Extending Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2015

  • MB2-707: Microsoft Dynamics CRM Customization and Configuration
  • MB2-704: Microsoft Dynamics CRM Application
  • MB2-708: Microsoft Dynamics CRM Installation
  • MB2-706: Microsoft Dynamics CRM Online Deployment

Microsoft Dynamics CRM 2016

  • MB2-712: Microsoft Dynamics CRM 2016 Customization and Configuration
  • MB2-713: Microsoft Dynamics CRM 2016 Sales
  • MB2-714: Microsoft Dynamics CRM 2016 Customer Service
  • MB2-711: Microsoft Dynamics CRM 2016 Installation
  • MB2-710: Microsoft Dynamics CRM 2016 Online Deployment

Microsoft Dynamics 365 Customer Engagement

  • MB2-716: Microsoft Dynamics 365 Customization and Configuration
  • MB2-717: Microsoft Dynamics 365 for Sales
  • MB2-718: Microsoft Dynamics 365 for Customer Service
  • MB2-715: Microsoft Dynamics 365 Online Deployment
  • MB2-877: Microsoft Dynamics 365 for Field Service

Other related certifications

On top of these regular CRM Certifications, Microsoft also published exams on the Sure Step methodology and Dynamics Marketing (both being retired now):

  • MB5-858: Microsoft Managing Microsoft Dynamics Implementations
  • MB5-705: Managing Microsoft Dynamics Implementations
  • MB2-720: Functional Application in Microsoft Dynamics Marketing
  • MB2-709: Microsoft Dynamics Marketing

Now my question for you is: what was your first CRM certification?
Mine was MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration.

Dynamics CRM is dead, long live Dynamics 365 Customer Engagement!

With the launch of Dynamics 365 at the end of 2016, Microsoft blurred the lines between its CRM and ERP offering:

Classic Dynamics CRM modules became “Dynamics 365 for Sales” or “Dynamics 365 for Customer Service”, while Dynamics AX was referred to as “Dynamics 365 for Operations”

With the July 2017 Update of Dynamics 365, Microsoft clarified its license plans names, and generally what was previously in Dynamics CRM is now included in Dynamics 365 Customer Engagement.
Similarly, what was part of AX is now referred to as Dynamics 365 Unified Operations.

To summarize the current Dynamics 365 offering (excluding the Business Edition):