Need to restrict Team vise records for lead entity RRS feed

  • Question

  • Hi

    Im using Dynamics crm 2016 i just want to restrict leads records by team wise i just tried workflow assigning related team as owner but unfortunately the record still show in other teams as well can someone help me  on this really appreciated. i have done same thing in CRM 2011 but 2016 seems not working 

    Kind regards

    Monday, June 26, 2017 12:24 PM

All replies

  • Hi Radika,

    Are all your teams and lead records are in the same business unit? For instance, are they under the root business unit?

    I assume you are trying to divide the leads among several sales teams. If that is the case try changing the business unit for the records.


    Sanjaya Yapa

    Wednesday, June 28, 2017 5:36 PM