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Change visibility based on a field value

Proposed Change visibility based on a field value

  • domingo, 29 de abril de 2012 10:14
     
     
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    Hi!

    In our organization, we are working with CRM 4.0 and we're trying to modify the companies entity visibility based on the "cagegory" field value.

    Currently, the way roles are set up, users can only view companies that belong to their own business unit.

    Our aim is to change roles so that users cand see other business units companies based on ther "category" field. That is:

    If a company has category A -> Only users that belongs to the same business unit can see it

    If a company has category B -> It can be visible for the entire organization (visible from all business units)

    Is this possible?

    Thanks!!

     

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  • domingo, 29 de abril de 2012 19:16
     
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    Unfortunetly not.

    The problem is not changing the ownership of the record to one or the other business unit. Thats the easy part. Can be done in a workflow that listens on change of the category field.

    Your problem is the security model.

    Lets say you have level 1 BU called Top

    Below that you have 2 other BU's called Bottom 1 and Bottom 2.

    Some users are in Bottom 1 and some in Bottom 2.

    You want the users of Bottom 1 to only be able to see companies in Bottom 1. That requires the security to only allow for Business Unit views (½ ring). But when you want to allow a company to be viewed by all, you would need change that security to a full circle or at least a parentBU (3/4'th circle).

    That is not possible.

    So you kinda stuck.

    In CRM 2011 its possible though since you can use teams to solve the problem.

    Rune Daub Senior Consultant - Dynateam CRM http://www.xrmmanagement.com

    • Sugerido como Resposta RuneDaub domingo, 29 de abril de 2012 19:16
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  • segunda-feira, 30 de abril de 2012 08:45
     
     
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    Thanks for your answer, RuneDaub

    What you say really makes sense, however I have been told about this utility "crm40sharestep.codeplex.com" that suppossedly might help me with this issue. Do you know it? Do you thing it could be helpful?

    Thanks again!