Solved

CRM 4.0 ability to maintain separate contacts per entity?

Posted on 2010-11-17
2
573 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

Free Tool: Subnet Calculator

The subnet calculator helps you design networks by taking an IP address and network mask and returning information such as network, broadcast address, and host range.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

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

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…
Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
With Secure Portal Encryption, the recipient is sent a link to their email address directing them to the email laundry delivery page. From there, the recipient will be required to enter a user name and password to enter the page. Once the recipient …
I've attached the XLSM Excel spreadsheet I used in the video and also text files containing the macros used below. https://filedb.experts-exchange.com/incoming/2017/03_w12/1151775/Permutations.txt https://filedb.experts-exchange.com/incoming/201…

726 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