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Setting visibility of records to a business unit RRS feed

  • Question

  • Hello,

    I'm very new to the CRM 2016 and I need to know how I can set the visibility of records to only a certain business unit.

    The setup we have at the moment looks like this:

    Business unit A
       - Child business unit B

    What we want to achive is, that the users in business unit B only see the leads of their business unit. All the users in business unit A should see the leads of business unit A and B.
    I thought that assigning the leads to the business unit would work out, but apparently even if a user belongs to business unit B they can see all the leads from business unit A. And as I don't really have much experience, I'm a bit lost.

    Wednesday, December 14, 2016 3:11 PM

Answers

  • You will need to set the appropriate access rights in the security roles that you use. If you set the read privilege on the lead entity to 'Parent-Child' level, then this should give you the result you want. By default, most security roles give 'Organisation' level privileges, which is why all users can see all leads

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by Mikuac Thursday, December 15, 2016 8:31 AM
    Wednesday, December 14, 2016 3:20 PM
    Moderator

All replies

  • You will need to set the appropriate access rights in the security roles that you use. If you set the read privilege on the lead entity to 'Parent-Child' level, then this should give you the result you want. By default, most security roles give 'Organisation' level privileges, which is why all users can see all leads

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by Mikuac Thursday, December 15, 2016 8:31 AM
    Wednesday, December 14, 2016 3:20 PM
    Moderator
  • Thank you, this was much easier than I expected. Apparently my boss set the security roles on one of the teams the users were part of to every role available... needless to say that whatever I did didn't have much effect then.
    Thursday, December 15, 2016 8:31 AM