Show/Hide Records by user. RRS feed

  • Question

  • What is the best way to hide certain records by user, user's team and user's business unit?

    For example, if for a franchise model of business, what will be the best way to only show records for user A from shop location A, only show records for user B from shop location B?

    This "filter" should work across the whole CRM web and apply to views, advanced find, lookup view, etc.



    Thursday, December 16, 2010 12:41 PM


  • Hi Jamie, CRM's security model should cope with this pretty easily. You need one business unit per franchise. A user's security role should provide privileges only for records in the user's business unit.

    Hope this helps?

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Thursday, December 16, 2010 1:35 PM