Manage access using Unified Service Desk security roles

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM 2016

You must assign the two Unified Service Desk security roles to appropriate users or teams. The USD Administrator role must be assigned to the users who will be configuring the application using Dynamics 365 to define an agent application. The USD Agent role must be assigned to the end users (agents) who will be using the client application to connect to the Dynamics 365 instance with the configured Unified Service Desk entities.

You must also assign the appropriate Dynamics 365 security role to the Unified Service Desk administrators and agents along with the Unified Service Desk security role to facilitate appropriate access on the Dynamics 365 entities along with the custom Unified Service Desk and UII entities. For example, you should assign the Customer Service Representative role along with the USD Agent role to the agents.

For information about assigning a security role to a user or team in Dynamics 365, see Manage users or Manage teams.

See Also

Manage access using Unified Service Desk configuration
Security in Unified Service Desk
MSDN: How role-based security can be used to control access to entities in Microsoft Dynamics CRM

Unified Service Desk 2.0

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