We recently implemented matrix data access structure for Dynamics 365 CE in a customer service scenario for one of our clients in Australia.
Key Takeaways:
✅ Greater flexibility compared to traditional hierarchical models like Manager or Position hierarchies.
✅ Roles can be assigned to Users or Teams for better access control.
✅ Users or Teams can be granted access to security roles across the same or different business units.
✅ For large user bases, security roles assigned to Teams are inherited by Users, simplifying privilege management and reducing administrative overhead.
In summary, this powerful feature not only provides flexibility but also streamlines complex Dynamics 365 CE implementations, making them easier and more efficient to manage!
We’re thrilled by the positive impact it has had on our client’s operations. Their feedback highlights how the implementation simplified the security structure, improved efficiency, and even boosted application performance significantly.
Have you implemented matrix data access in your Dynamics 365 projects? What challenges or advantages have you experienced?
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