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CRM: Access to Records RRS feed

  • Question

  • We are running Microsoft Dynamics CRM December 2012 Service Update.  We have four users all with System Administrator security roles set.  However, some cannot see Account, Contact, and Opportunity records belonging to other System Administrators.

    Any thoughts on what we set up incorrectly?

    Thanks in advance, Jay

    Monday, February 18, 2013 2:37 AM

All replies

  • Hi,

    Check whether these users are having access to read privileges with the Account, Contact and Opportunity. This can be configured through Securtiy section in CRM.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Yogesh Vijay Mulay

    Monday, February 18, 2013 5:01 AM
  • Hi Jay,

    That sounds odd since the Sysadmin role have "access to all areas" so to speak. Have you seen any pattern in this like it's user one's owned accounts that's invisible to user three at all times or is it completely random?

    Regards


    Rickard Norström Developer CRM-Konsulterna
    http://www.crmkonsulterna.se
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Monday, February 18, 2013 12:36 PM