Solved

CRM 4.0 ability to maintain separate contacts per entity?

Posted on 2010-11-17
2
551 Views
Last Modified: 2012-05-10
I am creating a new entity with its own business unit.  Once I created this and assigned it to a user, the user is still able to view all contacts.  Is there a way in CRM 4.0 to only allow this specific entity to see its own contacts and no other Business Unit contacts?
0
Comment
Question by:Justin Imes
2 Comments
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 34156775
What a user can view depends on the user's security roles. A security role includes the extent to which a user can exercise a right. For example, with contacts, you can specify in a role that a user that has the role can view:
contacts they own
contacts owned by people in the same business unit as the user
contacts owned by people in the same business unit as the user or any owned by people in any business unit below the user's business unit
any contact
no contacts
You can create new security roles at each business unit or modify the system roles or indeed copy the system roles and then modify the copy.

Does this help?
0
 
LVL 9

Author Closing Comment

by:Justin Imes
ID: 34157559
Perfect explanation... thank you, my contact roles were set to organization.
Thanks so much.
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
This Micro Tutorial hows how you can integrate  Mac OSX to a Windows Active Directory Domain. Apple has made it easy to allow users to bind their macs to a windows domain with relative ease. The following video show how to bind OSX Mavericks to …
Video by: Mark
This lesson goes over how to construct ordered and unordered lists and how to create hyperlinks.

863 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

23 Experts available now in Live!

Get 1:1 Help Now