How secure is cloud-based CRM for storing sensitive customer data?

[ciwiti]

My company handles a lot of sensitive customer information, and I'm concerned about data security. What measures do cloud-based CRM providers take to ensure data protection, and are there any best practices I should follow to enhance security?

[SaiTejaTalasila · Accepted solution]

Hi @ciwiti ,

Please refer this links -

https://learn.microsoft.com/en-us/power-bi/enterprise/service-admin-power-bi-security

https://learn.microsoft.com/en-us/fabric/security/service-admin-row-level-security

https://www.softude.com/blog/power-bi-security-best-practices-for-businesses

I hope it will be helpful.

Thanks,

Sai Teja 

[Anonymous · Accepted solution]

Hello,@SaiTejaTalasila ,thanks for your concern about this issue.

Your answer is excellent!
And I would like to share some additional solutions below.
In fact, cloud CRM systems generally take a variety of measures to protect users' sensitive data. I can understand your concern about the security of your data sources in the cloud.
As @ suggests, you can also implement additional data protection in power BI to avoid private data leakage.
Encryption in transit (TLS/SSL) can be implemented in power BI, which is a step that is already implemented in power BI itself during data transmission. You do not need to manually implement
URL:
Transport Layer Security protocol | Microsoft Learn

You can also set up RLS in Power BI desktop as suggested by @ to protect user privacy by restricting access to datasets.
You can also consider enabling Multi-Factor Authentication (MFA), but this may add to the daily login operations (users need to authenticate with an app to log in to the service).
If you want to use this feature, you need to have organization management privileges.
URL:
Set up multifactor authentication for users - Microsoft 365 admin | Microsoft Learn

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.

Best Regards,

Carson Jian,

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[SaiTejaTalasila · Accepted solution]

Hi @ciwiti ,

Please refer this links -

https://learn.microsoft.com/en-us/power-bi/enterprise/service-admin-power-bi-security

https://learn.microsoft.com/en-us/fabric/security/service-admin-row-level-security

https://www.softude.com/blog/power-bi-security-best-practices-for-businesses

I hope it will be helpful.

Thanks,

Sai Teja