Access and security in Dynamics 365 CRM is a pretty big topic and can be a complex undertaking when you get into the granular details. It is the system administrator’s responsibility to configure and assign access and security, but proper setup impacts every single user, and it’s not a bad idea to have a general idea of how you and your coworkers are given access.

When we zoom out and look at it in broad strokes, your admin gives you access to CRM in three main ways: security roles, business units, and field-level security.

As your organization’s CRM or Power Platform system administrator, you’re responsible for overseeing the permissions, settings, and functionality available to all your users, and you want to ensure that everyone has access to what they need to do their jobs efficiently day in and day out. When new employees are added to the system, or when current users need increased permissions, each request must be reviewed and approved by you – and the faster they are approved, the faster they can get logged in and start on essential tasks.