Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
we need create a "package" of accounts on the South of Brazil to be handled by a sales person "A" in a south city and also another "package" of accounts on the North of Brazil to be handled by another person ("B) - obviously each one cannot view/contact accounts who not belongs to your designated region.
Can someone tell us how to split the account list?
you may try owner team in CRM
In general, there are different business units within the D365 organization that correspond to different regions.
For example, person 'A' belongs to business unit 'X' and person 'B' belongs to business unit 'Y'.
Then, the Account rights of the security roles of these two people should be ‘Business Unit’.
In this case, the person can only see the Account of the business unit in which he is located, and cannot see the Accounts of other business units.
Of course, the premise is that the owner of the Account is correct. For example, if the owner of an Account belongs to the business unit 'X', person 'A' can see this Account, person 'B' can't see it.
Please refer to this document for security roles: https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
Hi Lu Hao,
first tks for quick reply; my understand after read your advice is to create different business units and put sales people on each one; seems to be fine since we will have 01 sales person per region.
Tks for 'guive us a north'
In my opinion, there are only two solutions.
1. As I said in my last answer, use business units to differentiate between people who are responsible for accounts in different regions.
2. Set the read permission of the Account in the sales person's securty roles to Owner. Create different teams for salespeople and share the records they need.
Business Applications communities