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MS CRM 4.0 workgroup and contact sharing

Posted on 2009-07-13
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Last Modified: 2012-06-21
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.
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Question by:mattskiver
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Feridun Kadir earned 250 total points
ID: 24843545
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.
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Author Closing Comment

by:mattskiver
ID: 31602916
Thank you.
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