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I have to assign task to one of my users through crm . For Example Now i am the owner of my team . I have many users in my team user1, user2,... Now i am assigning task to user1 .That task is visible in my account and also it is visible in the activity tab of user2 account.if i click "All activities "in Activity tab it shows all user activities. But I want to see all task and activities of my users in my account. But all activities and task of user1 is not visible to user2 account and all activities of user1 is not visible to user 2 account but all activities and task of my users is want visible in owner account.is it possible in Microsoft dynamics crm 2013?
You have 2 main options - depending on what you want people to be able to see. From what you've described above I think you actually want Option 1 (which is the simpler option).
If you want all staff in a business unit to see all activities (including tasks) of other members of your business unit then you just need to give them the appropriate security privilege (e.g. to view only then 'Read' Activities is all they need. You set this under Security Roles (Customizations>Customize Solution>Components>Security Roles>Select the security role that needs changing and click on the Core Records tab and update the 'Activity' privilege from 1/4 (User-only) to 3/4 (BU & subordinate teams or even the full green Organisation-wide if it's OK that they see across the organisation)
Save and publish your changes.
If they need to be able to update the activity (including task) records as well then you can increase their privileges to Write, Append, Append To also.
If only people officially linked to the Account need to be able to see the activity records then create an Access Team on Account and assign the members of each team into that account's access team.
This blog from Paul shows you how:
configure access teams in dynamics crm 2013
Hope that helps.
ok mscrmba Let i Have a try. what i want is user1 task is not visible in user2 account , vice versa user2 cant able to see the user 1 account vice versa.But the task of all users should be visible in owner account. This want I want. I will try as per you said?
Sorry Sneha - I have put you wrong (didn't understand what you wanted).
By default, if you are allowed to see an account you can see all activities for that account (activities are a bit special OOTB).
You need to do the following:
1. You need to change the relationship between Account and Tasks from Parental to Configurable Cascading, Share: Cascade User-Owned and also update Unshare: Cascade User-Owned
(To get to this go to Settings>Customizations>Customize the System>Components>Entities>Account>1:N Relationships and find 'Tasks'.)
This means that the Owner of the Account can see tasks that sit below it, and if the user changes the old owner should no longer be able to see the other people's tasks.
(You may want to make this change for other activity types e.g. like Email as well.)
(You may also want to change the Assign to Cascade None so that if the owner of the account changes it doesn't update the owner of all associated Tasks.)
2. Change the security role that everyone can only see your own activities (1/4 yellow in the Activity Read privileges).
ok mscrmba. lets I have a try as per u said
Mscrmba I came upto 1:N relation ship and found the task. Next what should I do?
Double-click on it to open it up.
Change the highlighted values (see above for what they each do).
Save and Close
Publish All Customizations.
That should hide any Tasks where:
* Regarding has been set to the Account and
* you neither own the Account nor the Task.
Mscrmba In my account by default it is in parental mode, now I changed To configurable cascading and saved and closed it and I published all customization. Next what should I do?
Next what should I do and how should I Change the security role that everyone can only see their own activities (1/4 yellow in the Activity Read privileges).? I am waiting for your reply..
What is the Security Role showing for Read privileges?
Customizations>Customize Solution>Components>Security Roles>Select the security role that you need to look at and click on the Core Records tab. Make sure the 'Activity' privilege is 1/4 Yellow (User-only).
Ok wait I have a check
this only showing How to bring whether the Activity privilege to 1/4(yellow) while I am clicking that circle to change the color but I cant change. now what should I do?
Are you really using a security role called Activity Feeds?
Do your users not have another security role assigned to them e.g. Salesperson?
To see what security roles a person has go to Settings>Security>Users, select a user, Click on Manage Roles and see what has been ticked (select someone other than yourself).
That is the Security Role you want to be looking at.
If you make lots of piecemeal changes to your security like this you are likely to end up with a system that neither works as you intended nor will you be able to troubleshoot why it behaves as it does.
Can I be sure we are trying to solve the correct requirements first:
1) You are the manager so you want to see all Tasks owned by all Users all the time
2) You want User 1, User2 to only be able to see their own Tasks normally
3) but if User 1 is the owner of an Account record (let's call it Account1) then they should also see the Tasks owned by other users, including User2, if those Tasks relate to Account1
If the above statements are NOT what you are trying to do, can you please describe what it is you are trying to achieve. For example I am a little worried that when you use the term "account" you might mean your user account (so "in my account" means "when I am logged on"). But I think everyone else in this thread thinks you mean an Account record.
To achieve this you need to check / do the following:
1) Make sure you are assigned a security role where the Activities row shows a full green circle for all the actions you might need to take on Tasks. I expect this will include Create, Read, Write, Assign, Append and Append To. Probably Share as well.
You might find it useful to create some personal views to be able to quickly see the Tasks assigned to just User1, or User2, etc. so that you can do this easily when you need to.
2) Make sure User1 and User2 etc only have security roles where the Activities row is set to the first yellow quarter - "User" level. They probably need to Create, Read, Write, Append and Append To. Leave the other circles (Share and Delete) blank.
If users should be able to give away a task and reassign it to another user, then also give them user level privileges for "Assign" action on Activities.
I would suggest you leave the Activity Feeds security role alone, and change the configuration of whichever security role is assigned to the users as their main role.
3) Change the 1:N relationship from Account>Task back to "Parental" cascading behaviour. This OOB relationship behaviour already does what you need it to do (assuming my description in statement 3 is what you want to achieve).
However, do consider what should happen if an Account is reassigned to another user - do you want the Tasks under it to also be reassigned? If not, then you might need to configure this different, but that is a whole 'nother big topic to discuss.
Once Read is set to 1/4 yellow then go in and create and assign some more tasks to test it is now working.
We are all happy to help - but maybe you might benefit from a partner to help you. We've both just spent 2 hours doing what a partner consultant would only need to spend a few minutes on.
Perhaps see if getting a partner in to help you even for a few hours is an option for you - just to make sure things like security are set up right and to give you a little bit of training. You really need to understand what you are doing to get security right for your organisation.
We can do our best to understand your requirements and provide you technically accurate advice but we know nothing about your situation, your organisation, the type of jobs people are doing, and other systems you are using. Therefore you may end up with a system that does what you think it should do - but isn't usable because it doesn't do what it really should do. A professionally-certified consultant spends years becoming good at getting it right and could save you a lot of time and effort, and help you get to a much better solution than you ever could on your own (even with all our help).
You need to get some in-person on-site help by someone qualified to sort this out for you.
You would also benefit from getting some training in key concepts in CRM, or at least spending a few days reading online information and watching YouTube videos about relevant areas.
It really sounds like you have been put in a position where you are out of your depth, being
asked to do things you do not properly understand. You have my sympathy, but a support forum is not the right place to help with your needs on this scale, it is simply not the right medium for the amount of information transfer needed in both directions. It is like asking us to paint the ceiling of the Sistine chapel, blindfolded, using a 40-foot paintbrush.
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