Managerial and positional Hierarchy in Dynamics 365

 In Microsoft Dynamics 365 for Customer Engagement, both Managerial and Position-based hierarchies are available as security models, but they are disabled by default. Hierarchy security is a feature that allows access control based on the user's position in the organization's structure. 

Explanation:

• Managerial Hierarchy:

  This model uses the standard reporting structure (e.g., a manager can access data for their direct reports and their direct reports' reports, up to a specified depth).
• Position Hierarchy:

  This model uses a more flexible hierarchy, where users in a specific position within the organization can access data of users in other positions, regardless of the reporting structure. 

Key Points:

• Hierarchy Security is not enabled by default:

  You need to explicitly enable either the Manager or Position hierarchy in the Dynamics 365 settings to use it. 
• Hierarchy Depth:

  You can define the depth of the hierarchy, determining how many levels of direct reports a manager can access (e.g., level 1, level 2, level 3). 
• Choosing the Right Model:

  The best model depends on the organization's structure and data access needs. 

  • Manager Hierarchy: Suitable for organizations where data access is closely tied to the reporting structure. 
  • Position Hierarchy: Useful when a specific role needs access to data across multiple departments or units.