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Maintain High Customer Satisfaction by Strengthening Internal Security

Updated: Jun 30, 2023

Learn how security levels can be applied to customer accounts and information within Dynamics 365 to increase customer satisfaction.

2 men looking at a computer

An investment company wanted to ensure optimum security within their Customer Relationship Management (CRM) system, Dynamics 365. The system contains hundreds of thousands of customer accounts with some of the customer information being confidential. The company wanted a way to ensure only users with the right security permission had access to private customer accounts to safeguard their information. This would ensure customers who wanted deals or mergers kept private with optimum security until the information was made public.

Dynamics 365 Security Levels Safeguards Customer Information

To increase security when adding new customers or editing current customer accounts, the firm worked with JourneyTEAM. The team added a security level feature into their Dynamics 365 CRM which allowed users to set accounts as either public or private. If private, admins could select which internal users can access sensitive information. This prevents users without proper security permissions from viewing confidential information and reassures customers their information is completely protected.

For some organizations, it is incredibly important to have high internal security. Security levels in Dynamics 365 is just one of the ways to do so. If you are looking to simplify operations and improve security and can benefit from a CRM system like Dynamic’s 365, schedule a demo today!


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