MS CRM 4.0 workgroup and contact sharing

Hi.

I am trying to share contacts in microsoft crm 4.0 workgroup. I have followed the following artical (link below) but I still can not see the contacts from within the user I have shared it with.

http://www.experts-exchange.com/Microsoft/Applications/Microsoft_Dynamics/Q_24505520.html?sfQueryTermInfo=1+4.0+contact+crm

In the long run I want to have a global contact list which the user of crm will be able to access.  (like a master contact list)

Please Help.

Thanks.
mattskiverAsked:
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Feridun KadirPrincipal ConsultantCommented:
The fact that you are using the workgroup edition of CRM is not relevant.  Working with contacts is the same in all editions of CRM 4.0.

The whole point of CRM is to have a global contact list (and other records) that all users can access.

Whether a user can see a contact depends on the user's security roles, the business unit that they belong to and whether contacts have been shared with a user. You should review all these areas.

Also, when looking at a list of contacts in CRM, do check the view. The default view is My Contacts which will only show the contacts that you own. Change the view to Active Contacts and then you will be able to see all the contacts in the CRM system to which you have access.

If you have had time to plan your usage of the CRM security model then there should generally be no need to share contacts to other users - especially in a smaller company.
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
mattskiverAuthor Commented:
Thank you.
0
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Dynamics

From novice to tech pro — start learning today.