Securing entities

About this task

Perform the following steps to configure Dynamics CRM entities to work with the EM for Microsoft Dynamics CRM. After selecting Dynamics CRM entities, you can export these entities for configuring policies in Control Center.


  1. Select Settings > Entitlement Manager.
  2. Click Secure Entities to enable the Entitlement Manager for entities.
  3. Select the Dynamics CRM entities and the related attributes from the list.
    NextLabs recommends selecting System Chart and User Chart entities so that the system charts and user charts on the chart pane will be enforced and trimmed by policies.
  4. Click Secure Selected Entities.
    The secured entities are automatically available as a policy model in Control Center.
    Important: Ensure that you do not change the Display Name of Dynamics CRM entities after you secure them.