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Trying to see if there is a best practice when allowing my retail team to acess one CRM login?
We have about six stores and one general login for Microsoft and CRM. How can we best keep track of who does what for emails, quotes, notes etc
Any help would be appreciated.
Hi,I would suggest you to go ahead with license purchasing. Because you will have six stores and for each you need one license.With different licenses you have track of everything like who created the records, changes, email etc.Along with this you can control access over data. because in current case every store can access all records but with different license you manage these using Security roles.
Thank you Pradeep,
We will definitely be getting one licence per store but if there are say 5 people within that store how could we best manage notes on who creates a particular email, quotation or note?
In case 5 members in stores then you have to purchase that many licenses.
one license for each user each store
Hi,Please check sales team members license which is designed to manage large user license.https://learn.microsoft.com/en-us/dynamics365/sales/sales-team-member
We can not able to determine. It is like one family is using a single outlook account in daily basis. you will need separate user logins for each user.
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