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We are using CRM online and each users with the SalesRep role can see only the record that they are the owner.
There is a manager role that can see the record all the record of the business unit.
The problem i have is that when a sales rep is in Holiday, we ask another sales rep to take over for a short period of time. the only way i figure out is to give the Manager role to the sales rep for him to be able to see the record of the sales rep that is in holiday. But he is seeing the record of everybody, which is not perfect.
Is there a way to give access to a users to another user record.
Thanks for your help
You can use the Access Team Template concept.Please refer below link:https://carldesouza.com/access-team-templates-dynamics-365/
Thanks,Pradeep.Please mark this as VERIFIED if it helps.
Hello alzelus ,
In addition to previous comment, you can also share the records individually with the users that will cover the holiday, there you can determine the privileges the users will have, after this period you can remove the sharing.
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