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CRM 2011 Sharing problem RRS feed

  • Question

  • Hello,

    I am quite new in Dynamics CRM and got problem  with Account sharing. 

    It on premises 2011 CRM Workgroup installation.

    It is simple situation. One business unit called "CRM". Two users with all security roles. I have created Account and I am owner of it.

    After I share this contact  with the second user (give all the sharing options) this user cannot see the account. The only way to show him this account is to make him the owner but in this case this account disappears from my view.

    What I am doing wrong? Every thing looks so simple but something I am doing wrong.

    Regards

    DL

    Friday, April 26, 2013 3:47 PM

Answers

  • Hello,

    When you change the owner of the account and the account disappears from your accounts list two possibilities may encounter:

    1- You are using the "My Accounts" view, which only shows the accounts owned by you. You have to change it to "All accounts" view (or all active accounts).

    2- The privileges on the read of the account is set to user level. This means that each user could see his owned accounts only. If this is the case, try to increase the read level to organization.



    My Weblog | My Website

    Friday, April 26, 2013 3:56 PM
    Moderator

All replies

  • Hello,

    When you change the owner of the account and the account disappears from your accounts list two possibilities may encounter:

    1- You are using the "My Accounts" view, which only shows the accounts owned by you. You have to change it to "All accounts" view (or all active accounts).

    2- The privileges on the read of the account is set to user level. This means that each user could see his owned accounts only. If this is the case, try to increase the read level to organization.



    My Weblog | My Website

    Friday, April 26, 2013 3:56 PM
    Moderator
  • Hi Payman,

    First option.  Thank you.

    It is Friday - all are tired.

    Have a nice weekend.

    DL

    Friday, April 26, 2013 4:03 PM