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M365 Show - Microsoft 365 Digital Workplace Daily

Microsoft Dynamics Pulse: CRM, ERP, Insights

Demystifying Security Roles and Permissions in Dynamics 365 Customer Insights

Mirko Peters - Microsoft MVP's avatar
Mirko Peters - Microsoft MVP
Sep 09, 2025
∙ Paid

Imagine you are the agent in charge, like 007. Your job is to keep customer data safe. In Dynamics 365 Customer Insights, security roles and permissions are your tools. You choose who can see, change, or share information. This helps keep important data safe. It also helps your team work better. Demystifying Security means you give the right access to t…

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