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MS CRM Security Roles Based on territory RRS feed

  • Question

  • Hi,

    I have different territoties created and each terriotry is assigned a set of Zipcodes. Each user (Sales Rep) is assigned one territory. So when a user logs into the CRM i need to show records  based on the territory the user belongs to. How can this be achieved in MSCRM.

    Example:

    sales Rep1 - assigned Territory East

    sales Rep2 - assigned Territory West

    When Sales Rep1 logs in, he should be able to see all the accounts, contacts, and other informations related to terriotry East only. 

    How can we do this?

    Wednesday, July 14, 2010 6:40 AM

Answers

  • It sounds like that you need to consider using Business units to organize your users. Business Units provide a good way of securing records. However, before you start using business units you need to consider the security needs of all users of the CRM system.

     

    Wednesday, July 14, 2010 8:40 AM
    Moderator