Assigning Salespeople to Sales Territories: Security Role for User1

Assigning Salespeople to Sales Territories

Question

You need to ensure that a user named User1 can assign salespeople to sales territories.

The solution must use the principle of least privilege.

To which security role should you assign User1?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

D.

The correct answer is C. System Customizer.

Explanation:

To assign salespeople to sales territories, the user needs to have access to the Territory entity and the ability to assign records to that entity. The Sales Person role is designed for individuals who work in sales and focuses on activities such as creating and managing leads, opportunities, and quotes, but not on assigning salespeople to sales territories. The Knowledge Manager role is focused on creating and managing knowledge articles in Dynamics 365, which is unrelated to sales territory management. The CEO/Business Manager role is the highest level of access in Dynamics 365, and is not necessary or appropriate for this task.

The System Customizer role, on the other hand, is a versatile role that grants users access to customize the system's components, including entities, forms, views, dashboards, and charts, which includes access to the Territory entity. By granting User1 the System Customizer role, they will be able to access the Territory entity and assign salespeople to sales territories, while still adhering to the principle of least privilege, as they will not have access to other parts of the system that they do not need for this task.