tommym121
asked on
CRM 2011 - Entity Ownership setting
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?
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?
Unfortulately No. It has to be User or Team level access.
ASKER
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?
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?
ASKER
Chinmay,
the 1:N relationship between Contact and FamilyAndFriends is referential. Does this make a difference in your reply?
the 1:N relationship between Contact and FamilyAndFriends is referential. Does this make a difference in your reply?
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ASKER
Thanks you very much for your help.