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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Access to Account'...
Customer experience | Sales, Customer Insights,...
Suggested answer

Access to Account's related Contacts that is not owned by same user

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Posted on by _Chloe_ 5

Hi all experts,

I encounter the below situation:
User A owns an Account [ABC Company], there are 2 Contacts under ABC Company, Peter Chan owned by User A, and Mary Wong owned by User B

Both User A and B is assigned with Sales Executive role, in which they should only be able to access the records owned by themselves.
(the Security Role assignment is attached for reference)
pastedimage1586419156688v1.png

But now User A is able to see both Contacts Peter Chan and Mary Wong.

Is this a standard behaviour in which Account owner can see all the linked Contact in regardless of the ownership?
Is there any way to block User A's access to the record Mary Wong?

Many Thanks!

Best Regards,

Chloe

I have the same question (0)
  • Suggested answer
    Bruno Andrade Profile Picture
    Bruno Andrade 95 on at
    RE: Access to Account's related Contacts that is not owned by same user

    Hello Chloe.

    If I understood your need, you can enable of the read and or write privilege in the Contact entity in the security roles and configure the access team in the Contact entity, restricting and or enabling the privileges of the users associated with the specific record according your necessity.

    Follow the link talking more about the access team.

    https://docs.microsoft.com/pt-br/dynamics365/customerengagement/on-premises/admin/manage-teams#about-access-teams-and-team-templates

  • Suggested answer
    yader.morales Profile Picture
    yader.morales 291 on at
    RE: Access to Account's related Contacts that is not owned by same user

    Hello Chloe,

    This behavior looks as by design. Cascade relationship between the Account and Contact entity generates that if there are shared contacts with users, their dependent records can also be viewed by others. For more information, you can check this link: https://docs.microsoft.com/es-es/dynamics365/customerengagement/on-premises/developer/entity-relationship-behavior

    For your reference when we work with relationships:

    Parental: In a parental relationship between two entities, any action taken on a record of the parent entity is also taken on any child entity records that are related to the parent entity record. if you delete a record in the parent entity, the related child entity records are also deleted; or if you share a parent entity record, the related records from the child entity are also shared. All options are disabled for Parental relationship

    Referential: In a referential relationship between two entities, you can navigate to any related records, but actions taken on one will not affect the other.

    Take note that after change the behavior through relationship configuration, the affected records will remain available.

    Hope this helps.

    Regards,

    Yader.

  • LuHao Profile Picture
    LuHao 40,888 on at
    RE: Access to Account's related Contacts that is not owned by same user

    Hi Chloe,

    Yes, it is a standard behaviour.

    Unfortunately, there is currently no solution to this.

    I would recommend you suggest an idea: https://experience.dynamics.com/ideas

  • Suggested answer
    Malini Johari Profile Picture
    Malini Johari 160 on at
    RE: Access to Account's related Contacts that is not owned by same user

    Hi,

    In CRM, Security role privileges are cumulative: having more than one security role gives a user every privilege available in every role.

    So, check User A might have any other security role or part of any team.

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