How to share correctly data in Dynamics CRM 2011 RRS feed

  • Question

  • Hello,

    In our business, we are using an "on premises Dynamics CRM 2011".

    I did set up a main division with 5 sub divisions and some of them have some more sub divisions.

    Now our company got a partner who needs to access our CRM. For info, we are in France.

    That partner needs to access some customers data from different department (counties) in france.

    I did create a security role for that partner and also a customized view for the businesses (data) he can see. By doing so, he can still see the rest of the customers from the main division. I then tried to change the security role so he would not see the data for the main division but if I do so, the customize view is not working and the customized view is not displaying any data.

    Any ideas on how to get it working in a simple way without having to change everything :) ?


    Monday, September 15, 2014 6:27 PM