Security

This section explains the core concepts that control access, ownership and governance in Dynamics 365. It outlines how organisational structures and permissions work together to protect data and ensure users only have the access they need.

It introduces Business Units, which define how data is separated or shared, Security Roles which set the permissions Users and Teams have, which support shared access and record ownership. It also provides an overview of Auditing, which tracks key changes to data and configuration for compliance and troubleshooting.

In this section

  • How Business Units work with Security Roles

    Explains how Business Units and Security Roles work together to control what users can see and do.

  • Business Units

    Explains how business units structure data access and ownership across the organisation.

  • Security Roles

    Describes how security roles control permissions and define what users can view and do within the system.

  • Teams

    Outlines how teams are used to manage shared access, collaboration and ownership of records.

  • Auditing

    Provides an overview of how auditing tracks changes to data, configuration and user activity for governance and compliance.