We are planning to use the same entity of CRM online for our UK and Netherlands businesses. CRM online has been set-up and is being used in our UK business. I would like to provide our Netherlands business with access to our set-up and fields, but not the UK records/data. I also don't want the Netherlands business to see the UK records/data. I have set-up two Business Units. How do I achieve the field sharing, but not record/data sharing?
*This post is locked for comments
Go to settings>.security>>users>>change business unit of Netherland users to 'netherland'>>assign them security roles at BU level only and they will not be able to see UK data.
Understand Security Roles here:crmbook.powerobjects.com/.../security-roles
Hi, yes that is correct. Do you know how I can do this?
Hi Mike,
If I understand what you mean, you are interested in sharing the metadata of the entity but not the records? That is, just information about some fields in the entity. I'm I right?
Another interpretation of your question is , you intend to have Netherlands data separate from UK data using the same entity?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (