Securing Your Dynamics 365 Environment: Essential Best Practices

Securing Your Dynamics 365 Environment

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Discover best practices to protect your data and secure your Dynamics 365 environment.

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Stay Up to Date with Patches

Regular updates protect against vulnerabilities. Timely patching can help prevent incidents, like the 2020 SolarWinds attack.

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Role-Based Access Control

Grant only necessary access to users. Regular audits ensure security roles are up to date and prevent insider threats.

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Enable Audit Logging

Track changes in data, detect unauthorized actions, and maintain data integrity with Dynamics 365’s audit logging feature.

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Strong Authentication

Implement multi-factor authentication (MFA) to enhance login security and guard against phishing and scams.

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Secure Configuration

Disable unnecessary features, enforce data protection policies, and regularly assess configurations for enhanced security.

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Power Platform Security

Power Platform offers single sign-on and multi-factor authentication for secure internal and external user engagement.

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Azure Security Features

Azure provides tenant, environment, and data-level security tools to strengthen your cloud security posture.

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Data Protection & Risk Mitigation

Protect data with regular backups, encryption, and risk mitigation strategies for robust security.

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Cyber Training

Regular training keeps staff aware of phishing, social engineering, and other security threats.

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Protect Customer Data

Limit access to sensitive data and use anonymized records for testing to safeguard customer information.

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Monitor Third-Party Tools

Ensure third-party tools comply with security standards to prevent data breaches from external integrations.

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Secure Integrations

Use dedicated service accounts with expiring client secrets for secure data exchanges with external systems.

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