Microsoft dynamics customer model poster

Each privilege also defines how broadly the privilege applies: at the user level, business unit level, the entire business unit hierarchy or across the entire organization. For example, if you sign in as a user that is assigned the Salesperson role, you have the privileges to read, write and share accounts for the entire organization, but you can only delete account records that you own. Also, you have no privileges to perform system administration tasks such as install product updates, or to add users to the system.

A user that has been assigned the Vice President of Sales role can perform a wider set of tasks and has a greater number of privileges associated with viewing and modifying data and resources than can a user who has been assigned to the Salesperson role.

A user assigned the Vice President of Sales role can, for instance, read and assign any account to anyone in the system, while a user assigned the Salesperson role cannot.

There are two roles that have very broad privileges: System Administrator and Customizer. To minimize misconfiguration, the use of these two roles should be limited to a few people in your organization responsible for administering and customizing Customer Engagement on-premises.

Organizations can also customize existing roles and create its own roles to meet their needs. More information: Security roles. By default, when you create a user the user has read and write access to any data for which they have permission. Also, by default, the user client access license CAL is set to Professional. You can change either of these settings to further restrict data and feature access. Read-Write access. By default, users have Read-Write access that allows them access to data for which they have appropriate permission set by security roles.

Administrative access. For example, Administrative access can be used to create Customer Engagement on-premises administrators who can have access to perform a complete variety of administrative tasks, such as create business units, create users, set duplicate detection, but cannot view or access any business data. Notice that users who are assigned this access mode do not consume a CAL. Read access. License type.

This sets the user CAL and determines what features and areas are available to the user. By default, users are created with Professional CAL for the most feature and area access that they have permission granted. Your data will be ready in Common Data Model schema, so your development efforts can concentrate on business logic rather than data quagmires and sticky transformations.

Historically, the work to build an app has been tightly tied with data integration, but with Common Data Model and the platforms that support it, the two can happen independently:.

Data integrators : These users are responsible for bringing data from a variety of systems to make it accessible for apps to use.

Common Data Model simplifies data management and app development by unifying data into a known form and applying structural and semantic consistency across multiple apps and deployments. To summarize the benefits:. Simplified integration and disambiguation of data that's collected from processes, digital interactions, product telemetry, people interactions, and so on.

A unified shape , where data integrations can combine existing enterprise data with other sources and use that data holistically to develop apps or derive insights.

The ability to extend the schema and Common Data Model standard entities to tailor the model to your organization. Common Data Model is influenced by data schemas that are present in Dynamics , covering a range of business areas. If you are a customer or a partner using Dynamics , you are already using Common Data Model. Thousands of independent software vendors ISVs and their partners use Common Data Model for their own solutions, and are building services and offerings based on Common Data Model schemas.

Organizations from industries such as healthcare are working closely with Microsoft to extend Common Data Model to their specific business concepts—for example, Budget and Currency —through industry accelerators. This extends the benefit of the Common Data Model standard entities to these verticals so that industry solutions can interoperate more easily. Julia Marketing Executive. Kevin Sales Manager. Michael Account Manager. Nicole Marketing Staffer. Arnie Accounts Receivable Administrator.

Cassie Accountant. Sara CFO. Marie Customer Service Manager. Luke HR Generalist. Tim IT Manager. About Contoso Consulting Services is a technical consulting firm that helps customers devise and implement solutions to meet their business and technical needs.

Contoso Consulting Services was founded in and employs full-time employees. Customers Contoso Consulting Services has hundreds of customers ranging from large Fortune companies to small start-ups. Location Contoso Consulting Services is headquartered in Boston, but there are offices throughout the U.