Session Details
Day: 16/03/2017
Time: 16:45 - 17:45
Room: Morus 1

Track: Extending the Value
Level: 200 - Intermediate
Audience: Customers
Security Best Practices

The options for security have expanded tremendously over the past few releases.  In this session, we will take a look at these options and what this means to our applications.  Some of the topics covered are:

  • Common security requirements and ways to address them
  • Teams vs Access Teams
  • Cascade rules and their do review these, right?
  • Implicit vs Explicit sharing of records
  • Code automation to make security "work"
  • POA table bloat, how to control it and when to worry about it ( and when not to, POA use isn't always as bad as people think)
  • Performance impact of various design choices


Introducing Your Speaker

Roger Gilchrist, Program Manager, Microsoft Corporation

Roger Gilchrist works for Microsoft as a Program Manager in the Dynamics CRM product group. His role is to engage with Dynamics CRM Enterprise Customers across the EMEA region.

Roger has been working for Microsoft since 2006, the first 5 years as a Solution Architect in Microsoft Consulting Services in the UK, delivering Enterprise implementations based on Dynamics CRM for EMEA customers in Financial Services, Public Sector and other industries. He has been using Dynamics CRM since v3.0 and is the author of a number of white papers on Dynamics CRM particularly around security modelling, business process modelling and performance optimisation.

Prior to this, Roger worked for Portrait Software (formerly known as AIT) for 10 years, a software supplier of Enterprise CRM software based on the Microsoft technology stack. He was a Solution Architect responsible for delivering CRM solutions to Enterprise customers primarily in Financial Services in Europe, US and Australia.