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Security Roles and Hierarchy for certain users RRS feed

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    Hi I have several users based in different states of Australia. I want to set up hierarchy so only those users in that state i.e NSW see only NSW data and all Opportunities.

    How do i do this?

    Tuesday, July 1, 2014 4:13 AM

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    Hi Downunder,

    The way to go about this would be to use Business Units within CRM. You can then give the users a security role which only contains read/write/create at a Business Unit level. This will stop them from seeing data owned by a user outside of their own Business Unit.

    The following blog should help you in understanding the use of Business Units in conjunction with Security Roles.
    http://www.powerobjects.com/blog/2014/02/14/microsoft-dynamics-crm-2013-business-units-and-data-silos/

    If you need help with setting up the security model let me know.

    ~ Atomic Coder


    Tuesday, July 1, 2014 4:41 AM