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    We are using CRM 4.0 update 3 and have a commissions entity that only 
specific people need to see.  I have 3 users that only need to see their own 
commission statements in CRM and not the others.  These users below belong to 
only 1 Role at the time being and that Role does not allow them to see 
commissions in general. Do i have to create a Role for each individual that 
wants to see their own commissions?  Just looking for the easiest way.

Thank in Advance
Len
    Monday, April 27, 2009 8:23 PM

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    Yes, you are correct. When such user owns a commision, that user will see that commission. The user is not able to see other commisions with different owners.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Monday, April 27, 2009 9:09 PM
    Moderator

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    Hi Len,

    the easiest way is to allow them reading their own commisions by using the "User-access-level".

    Just click on the Read-priviledge for commisions one time till there is a little yellow triangle.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Monday, April 27, 2009 8:45 PM
    Moderator
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    THat user would have to own that record, correct?  right now by boss enters the commission records. I guess he just needs to change the owner to that employee?

    Thanks
    Len
    Monday, April 27, 2009 9:00 PM
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    Yes, you are correct. When such user owns a commision, that user will see that commission. The user is not able to see other commisions with different owners.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Monday, April 27, 2009 9:09 PM
    Moderator
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    Thanks a bunch.

    Len
    Tuesday, April 28, 2009 7:56 PM
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    Hello,

    Is there a way to make a user an owner of his commissions if he is the owner of that account.  My boss had created the commissions for the sales employee of which that sales employee is the contact/account owner but the commissions entry show my boss as the owner.  Instead of going into each one is there a way to automate this process as stated the above.

    Thanks in Advance
    Len
    Wednesday, April 29, 2009 8:54 PM