Personalized Community is here!
Quickly customize your community to find the content you seek.
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
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
We're just starting to use D365 for Sales and would like to control visibility of entities (accounts, activities, leads, contacts, and opportunities) somehow between different groups of people. I don't have a good grasp of Roles and Teams and whether they can be used to accomplish this.
For example, I have 2 different "Teams" - an Executive Team, and a Sales Team. I would like the Executive to be able to see everything that the Sales team owns, but I don't want to allow the Sales team to see anything that the Executive team owns, at least by default. That would be my most general case.
What's the best practice for handling this situation? I guess I would be fine also if there was a way for a user, on an ad-hoc basis, to manually protect and or make entities visible to others.
I will suggest going through a deep understanding of the Dynamics 365 security structure.
You can create separate security roles for both teams and restrict access through it.
Please mark the reply if found helpful.
You can translate your structure into Dynamics 365 Security Model via Business Unit, Teams, Security Roles.
I would suggest you to attend the following Microsoft Learn module, to have a better understanding about the capabilities of Dynamics 365 Security Model: docs.microsoft.com/.../
Hope this helps you.
Please mark the answer as verified if helpful. That will help others in future.
Greetings! The requirement highlighted by you will be addressed by D365 Security configuration. Here are some resources for your reference.
If you want hands on steps please refer below videos for your reference
Security - Part 1 | Business Unit | Teams | Users | Basic Security Configuration | Dynamics CRM 365 - YouTube
Security - Part 2 | Security Role Configuration | Privilege and Access Level | Dynamics CRM 365 - YouTube
If above resources addresses your requirement please mark as verified.
Business Applications communities