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CRM Sharing Accounts but not Activities RRS feed

  • Question

  • Hello,

    When I share Accounts, this seems to automatically give access to the Account's contacts, and more worryingly the activities of those contacts. Can someone confirm that this is expected behaviour? If so, is there any way (e.g. via editing relationships) to be able to share a company but not the activities relating to that company's contacts. I may want B.U.s to all have access to the same companies via share but I may not want B.U. (a) reading an email activity relating to a contact in a company owned by B.U. (b).

    I hope this makes sense. Thanks.

    Monday, February 3, 2014 9:52 AM

Answers

  • Hi,

       The best way to achieve this would be to create a parent-child structure and give BU level access for activities and give organisation / parent child level access for Accounts and Contacts. Sharing is not the best way to achieve this. Here is the link to MSDN article which explains this in detail.

    http://msdn.microsoft.com/en-us/library/gg334717.aspx


    Hope this helps.
     
    -----------------------------------------------------------------------
     Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

     
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    • Proposed as answer by Minal Dahiya Monday, February 3, 2014 10:56 AM
    • Marked as answer by sg123 Monday, February 3, 2014 11:45 AM
    Monday, February 3, 2014 10:56 AM

All replies

  • Hi,

       The best way to achieve this would be to create a parent-child structure and give BU level access for activities and give organisation / parent child level access for Accounts and Contacts. Sharing is not the best way to achieve this. Here is the link to MSDN article which explains this in detail.

    http://msdn.microsoft.com/en-us/library/gg334717.aspx


    Hope this helps.
     
    -----------------------------------------------------------------------
     Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

     
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    • Proposed as answer by Minal Dahiya Monday, February 3, 2014 10:56 AM
    • Marked as answer by sg123 Monday, February 3, 2014 11:45 AM
    Monday, February 3, 2014 10:56 AM
  • hi,

    You can try relationship behavior of the with account and email activity relationship Relationshipchange the behavior of parental to cascading

    you can read more about this in the below given link

    http://blog.profad.com/1staff/microsoft-dynamics-crm-2011-relationship-behavior/

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Subhash

    • Proposed as answer by Subhash Mahato Monday, February 3, 2014 11:46 AM
    Monday, February 3, 2014 11:46 AM
  • Minal,

    Thanks so much - that seems exactly what I need here.

    Best wishes,

    - Seamus


    Seamus

    Monday, February 3, 2014 11:46 AM
  • Thanks Subhash - I will look into this too.

    Seamus

    Monday, February 3, 2014 11:56 AM