Territory Question in CRM 2011?
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Saturday, August 11, 2012 1:40 PM
Is this possible in CRM 2011 online?
Business Unit A will have different Territories - East, West and Central
Business Unit B may have - North East, South Central, Mid West
The accounts under these these territories may only be visible in the respective Business Unit.
All Replies
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Monday, August 13, 2012 3:45 AMModerator
Security roles enable records to be locked down to the business unit level. So if an account is owned by a user or team within Business Unit A - and the roles allow only view, editing, etc... at the business unit level, users in Business Unit B should not see or be able to access the records in Business Unit A and vice-versa.
Unless there is more to the requirement - the use of territories really wouldn't have any effect on security.
How Role-Based Security Can Be Used to Control Access to Entities in Microsoft Dynamics CRM
Jason Lattimer
- Proposed As Answer by JLattimerMicrosoft Community Contributor, Moderator Monday, August 13, 2012 12:59 PM
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Monday, August 13, 2012 12:39 PMThanks. From what I understand, Territories can include users from different business unit. However, unless users are permitted to other business unit, they won't be able to see the accounts
