Enhance security in Dynamics 365 CRM using AAD Security Groups

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Posted By Inogic on 25 Nov 2021 in Dyn365CE

Dynamics 365 CRM has some security features which integrates Dynamics 365 with Active Directory (AD) Groups. AD Groups can be used to grant and restrict access to a Dynamics 365 environment which enhances security as well as simplifies the process of adding users. As is the case with AAD security teams, users get automatically added to the teams as and when they login in to CRM.

In order to create team of type AAD security group in CRM, we need to first create a group in Azure Portal following below steps:

Login to the Azure Portal using a Global administrator account for the directory and select Azure Active Directory as shown below.

Enhance security in Dynamics 365 CRM using AAD Security Groups

On Azure Active Directory Page select Groups.

Enhance security in Dynamics 365 CRM using AAD Security Groups

Click on New Groups.

Enhance security in Dynamics 365 CRM using AAD Security Groups

New Group pane will appear. Fill in all the required fields and click on create.

Enhance security in Dynamics 365 CRM using AAD Security Groups

Open the Sales Group and then click on

Enhance security in Dynamics 365 CRM using AAD Security Groups

6. Click on Add Members, select the members (License users in CRM having no individual security role) that you want to add in the group and then…

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Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.

Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management. Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.