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Hierachical Security in CRM RRS feed

  • Question

  • Hi,

     

    I need to set up an hireachical secruity by sales Area: a sales area contains other sales area and so on.

    Now Business Unit can have a tree structure but , beside the fact you cannot chance the name once set, an user cannot belong to more than one business units.

     

    Another option would be to  create a new entity sales Area, set up each user to access multiple areas,

    and somehow  filter the data in each views , lookups..but this may not ensure a real secruity if  adavnce find is used ..

     

    If I use Teams , I would need to use many Teams (about 200 ) one Team for each Area, an user can belong to multiple teams..I need to utomate the sharing to proper teams etc.

    this solution wil ensure that the users can only see what they are supposed to since this is CRM security that does the filter ...But I was wondering if a large number of Teams can affect the CRM perfomance?

     

     

    Please I would really appreciate some help here.

     

    Friday, October 17, 2008 11:24 AM