I have a field "REGION/AREA" on leads,Opportunities,Accounts etc and I want to filter this data on the basis of field and Assign that area to specific user so that the user can only look into assigned area data .
It's a customer requirement so I don't have any relevant screenshots for the same.
HI,
unfortunately I'm having trouble logging in from that user I'd that's why I created a new User for the same.
Regards,
Devashish
Hi Devashish,
You could consider giving the user a security role where Opportunity has only the level of access 'User'. This means: " Privileges to the records owned by the user or shared with the user. Also includes the privileges owned by the team to which the user belongs."
Therefore the field selected is the owner field.
For a sales organizations access to data is often managed by a business unit hierarchy.
For more information:
crmbook.powerobjects.com/.../
Kind regards,
Thijs van der Klei
N.B. Could you please close the other case? Thank you.
Hi,I had trouble logging in and I wanted to specify my question so that's why created a new user and asked the Question in more brief yes it's for the same user requirements it wil be really helpful if you can share your insights to solve this.Thank you so much for your response.
Dev Tuteja
Hi there,
I wonder what the relationship of this case is with your case from yesterday.
community.dynamics.com/.../getting-specific-data-according-to-the-field-selected
Is it about the same user requirements? If so, what is your reason for reformulating the case?
Thank you for this extra information.
view.
Are you filtering on lookup or view.
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