When you’re using a system for things so important as account and order fulfillment, you want to vet that any changes you make to the system—whether it be new features or processes, or even changes to your role centers or pages—will not detract from your system’s functionality.

Sandboxes are for playing around and testing customizations and features. Production environments are where you do your actual work. Now let’s dig in a little deeper into how to work with sandboxes, and how to move your sandbox content into a production environment if/when you want to!

Access and security in Dynamics 365 CRM is a pretty big topic and can be a complex undertaking when you get into the granular details. It is the system administrator’s responsibility to configure and assign access and security, but proper setup impacts every single user, and it’s not a bad idea to have a general idea of how you and your coworkers are given access.

When we zoom out and look at it in broad strokes, your admin gives you access to CRM in three main ways: security roles, business units, and field-level security.