Security

As organizations rely on CRM Power BI to analyze and visualize customer data, safeguarding sensitive information becomes paramount. Peritos has designed CRM Power BI with advanced security measures to ensure data confidentiality, integrity, and availability.

Key Security Features

1. Role-Based Access Control (RBAC)

   • CRM Power BI integrates with Dynamics CRM to ensure that data access is restricted based on user roles. Only authorized personnel can view, edit, or share dashboards and reports.
   • Administrators can customize permissions for teams and individuals to maintain a least-privilege access model.

2. Data Encryption

   • All data, both in transit and at rest, is encrypted using industry-standard protocols.
   • This protects sensitive CRM information from unauthorized access during storage and transmission.

3. Secure Authentication

   • CRM Power BI supports multi-factor authentication (MFA), ensuring secure access to the platform. Users are verified through an additional layer of protection, reducing the risk of unauthorized logins.

4. Compliance with Standards

   • CRM Power BI complies with major global security standards, including GDPR, ISO 27001, and SOC 2, ensuring regulatory adherence and data privacy.

5. Audit Logging and Monitoring

   • CRM Power BI provides comprehensive audit logs for all activities. This helps organizations track who accessed specific reports, dashboards, or datasets.
   • Proactive monitoring tools detect anomalies or suspicious activities to mitigate security risks.

Benefits of Secure CRM Power BI

• Peace of Mind: Businesses can trust that customer data remains protected.
• Improved Compliance: Meets organizational and regulatory security requirements.
• Minimized Risks: Reduces the likelihood of data breaches or unauthorized access.

Conclusion

By combining robust security features with dynamic CRM data analysis, Peritos’ CRM Power BI solution empowers organizations to extract insights safely and securely. Businesses can drive growth while ensuring their customer data remains protected.