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CRM 2011 - Entity Ownership setting

Posted on 2012-04-12
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Last Modified: 2012-04-16
I have created a FamilyAndFriends Entity that have a Many to One relationship with Contact Entity.  The FamilyAndFriends will appear as a subgrid within the Contact form and also appear in the left navigation pane of the contact form.   Each sales person will have its own set of contacts (including theirr FamilyAndFriends).  The contacts will not be shared.

What happen if FamilyAndFirends Entity has ownership being 'Organization' and Contact being 'user or team'?  Do we be able to protect the contacts and their familyAndFriends of a sale person from that of another sale persons since we can access FamilyAndFriends only in Contact Form?
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Question by:tommym121
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5 Comments
 
LVL 27

Expert Comment

by:Chinmay Patel
ID: 37840777
Unfortulately No. It has to be User or Team level access.
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Author Comment

by:tommym121
ID: 37842516
Chinmay,

Would you be able to elaborate? Since you can only access FamilyAndFriends of a contact within the contact Form, how can one sales person can access other sales person FamilyAndFriends?
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Author Comment

by:tommym121
ID: 37842542
Chinmay,

the 1:N relationship between Contact and FamilyAndFriends is referential. Does this make a difference in your reply?
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LVL 27

Accepted Solution

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Chinmay Patel earned 500 total points
ID: 37852750
If it is referrential then it will filter records in associated view but still agents will be able to see all the records when they go to Contacs- > All contacts or use Advanced Find.
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Author Closing Comment

by:tommym121
ID: 37853003
Thanks you very much for your help.
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