Question

You are working as a functional consultant for Dynamics 365 Customer Service. No changes have been made to security roles. You need to ensure that customer service representatives can process cases that have service-level agreements (SLAs) and entitlements. You must grant only the minimum privileges required. How should you configure security?

Option: Update holiday schedules

Answer 1

Security for Dynamics 365 Customer Service is adjusted by assigning necessary privileges to customer service representatives to manage cases with SLAs and entitlements, adhering to the principle of least privilege.

Step-by-step explanation:

Configuring security for customer service representatives in Dynamics 365 Customer Service involves assigning the appropriate privileges to their security roles. To ensure that they can process cases with service-level agreements (SLAs) and entitlements, you should examine the existing security roles and provide the necessary access to relevant entities such as cases, SLAs, and entitlements. When adjusting security roles, adhere to the principle of least privilege, ensuring the roles are assigned only the permissions necessary to perform their tasks efficiently and securely. This minimizes security risks while enabling users to fulfill their responsibilities. Remember, a role configured with minimal necessary privileges maintains system security and functionality without overexposing sensitive data.