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HOW TO MANAGE USER ROLE ? RRS feed

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    Hi, 

    Here is the context. Client has 3 levels of division in the CRM : Level 1 for the all group, Level2 for region and level 3 for the store.

    Needs : We need to allow users to see only opportunities about their store. But if they open a contact, the must be abble to see all opportunities attached to the contact.
    How can we deal with?

    Sincererly yours;
    Wednesday, October 28, 2015 10:48 AM

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    I guess for this you need hierarchical BU structure for this, so make stuture like this.

                All Group (Root Level BU)

                            Region (child of All Group BU)

                                        Store (child of Region BU)

    And assign relevant users to their respecitve divison and make security role such way they opportinuty/contact previlage is set as Parent Child Business unit.

    Regarding contact opening you can programiticaly share relevant contact with Store BU and that way.

    Please refer following article for more information on this

    https://msdn.microsoft.com/en-us/library/gg309524.aspx?f=255&MSPPError=-2147217396

    MayankP
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    Thursday, October 29, 2015 9:55 AM
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