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With the coming Microsoft Dynamics CRM 2015 a new addition has been made to the security model to provide hierarchical visibility based on the manager field in the user record. This new change will make it possible for managers to see records for the people under them.

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This will let a direct manager of a person read, update, append and append to owned records, and read permissions to managers above the direct manager allowing for easier visibility of subordinates activities that can be used in dashboard and reporting easily.

With the addition of the new security items, the Security has been moved to its own section in the navigation under Settings:

Hierarchical Security Models in Dynamics CRM 2015

Security related items have been moved to security along with the new Hierarchy settings:

Hierarchical Security Models in Dynamics CRM 2015

To enable the Hierarchy Security model select the Hierarchy Security item.

Hierarchical Security Models in Dynamics CRM 2015

This will bring up the settings:

Hierarchical Security Models in Dynamics CRM 2015

  1. Turns on or off the Hierarchy Modeling
  2. Sets the Hierarchy to Manager
  3. Sets the depth the hierarch will be applied to (Note that there may be a performance impact on depths greater than 4)
  4. Any entity that should be excluded from the hierarchy model can be set here

A new hierarchy view has been added that is available once the Manager Hierarchy is turned on and it can be viewed from the user record by opening a user and selecting View Hierarchy.

Hierarchical Security Models in Dynamics CRM 2015

This will show the user in relation to the manager and other users within the scope of the current level.

Hierarchical Security Models in Dynamics CRM 2015

This will show the user, the manager, and other people at the same level as the selected user.

By selecting the up arrow the Hierarchy View can be changed to show more of the structure and shift the focus from the originally selected user to the manager and show a larger portion of the tree.

Hierarchical Security Models in Dynamics CRM 2015

 

The managers will then have rights to all the records owned by their direct reports without the need of a sharing model.

 

To enable the Positional Security model select the Hierarchy Security item.

Hierarchical Security Models in Dynamics CRM 2015

This will bring up the settings:

Hierarchical Security Models in Dynamics CRM 2015

  1. Turns on or off the Hierarchy Modeling
  2. Sets the Hierarchy to Custom Position
  3. Sets the depth the hierarch will be applied to (Note that there may be a performance impact on depths greater than 4)
  4. Any entity that should be excluded from the hierarchy model can be set here

Go back to the security main page and click Select.

Hierarchical Security Models in Dynamics CRM 2015

Which will bring up the position definition list:

Hierarchical Security Models in Dynamics CRM 2015

Where you can define positions and which position reports to another position. This model is best for an organization that is based on one or more manager needs access to records of a group of people in a position below that manager.

Defining a position is simple in that it needs a name, and a parent position if it applies. Once this is saved, users can be added to the position using the sub grid.

Hierarchical Security Models in Dynamics CRM 2015

You can look at the positional hierarchy by selecting View Hierarchy item.

Hierarchical Security Models in Dynamics CRM 2015

This will bring up a view of the relationship of the positions and can be navigated with the blue arrows, similar to the manager hierarchy.

Hierarchical Security Models in Dynamics CRM 2015

These two models are in addition to the current security models and will adhere to business unit restrictions or if using a team model, the teams the person is on. This adds visibility based on the hierarchical structure to allow for an easier way for managers to see the records for their people and those below them.

If you are interested in learning more check out the rest of our Dynamics CRM blog topics or any of our great educational webinars!Â

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.