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