Governance: The New Measure of CRM Success

Professional reviewing Power Platform analytics and usage metrics on a laptop.A decade ago, success in CRM meant deployment. If you could configure a working system and get your users logged in, you were winning.  Today, that bar is far too low.  True CRM success is measured not by deployment, but by governance — the ability to manage, secure, and evolve your platform confidently as your business changes.

From Control to Confidence

Governance isn’t about locking systems down. It’s about understanding how they’re being used — and why.

Unlocking the Layers of Power Platform Security

Getting Dynamics 365 Licences, Roles and Governance Right

Professionals discussing Dynamics 365 security, licences, roles, and governance in a meetingIf you’ve ever wondered why two Dynamics 365 users see different buttons on the same screen — the answer isn’t magic, it’s licensing combined with security roles.

Licences define the ceiling of what users can do; security roles define the floor of what they may do.  Between those layers sits your governance discipline — the difference between compliant control and chaotic sprawl.

For Dynamics 365 Sales, Microsoft offers three core licence levels — Team Member, Sales Professional, and Sales Enterprise.  Each unlocks a distinct depth of capability: from light collaboration and record visibility through to full-scale automation, forecasting, and integration.  While upgrading brings power, misalignment can be costly — both financially and in compliance risk.

The table below breaks down what each licence permits — and where the invisible boundaries lie.