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Records are created by User A or B can be accessed by User C and D how we can do that in CRM where Security role is the BU level security .

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Security role is the BU level security –

ParentBU-ChildBU –User A and user B

ParentBU-ChildBU –User C and user D

Whatever records are created by User A or B can be accessed by User C and D how we can do that.

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Sreevalli 3,256 on at

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RE: Records are created by User A or B can be accessed by User C and D how we can do that in CRM where Security role is the BU level security .

Hi,

How about putting C's BU under B's BU. so that all 4 under same root to share the PBU level access.

if that doesn't work means you have to go for teams that share the access with its security roles

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gdas 50,091 Moderator on at

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RE: Records are created by User A or B can be accessed by User C and D how we can do that in CRM where Security role is the BU level security .

Hi Bhabani,

Using business unit level access its not possible , you need to provide parent -child BU level access.

If you dont want to give parent -child BU acces , you may go for access team or sharing .

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Alex Fun Wei Jie 33,626 on at

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RE: Records are created by User A or B can be accessed by User C and D how we can do that in CRM where Security role is the BU level security .

Hi,

besides the above suggestion, you also can create a custom team with business unit under ChildBU(User A and B) and add User C and D to this team, assign a security role with business unit level.

[View:https://crmbook.powerobjects.com/system-administration/business-administration/teams/:750:50]

If you only want records that own by User A and B to be accessed by User C and D only, use access team.

[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/use-access-teams-owner-teams-collaborate-share-information:750:50]

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MS CRM DYNAMICS 592 on at

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RE: Records are created by User A or B can be accessed by User C and D how we can do that in CRM where Security role is the BU level security .

Sorry Forgot to mention ChildBU are different.Parent -child BU level access will solve the problem? Whatever records are created by User A or B can be accessed by User C and D as there is a different BU for the users ?

I have found below answers correct me if I am wrong

1. We can give USER A and B as Organisation level access.

2. We can create a team and add all these users so they can access the required records.

ParentBU-ChildBU-1 –User A and user B

ParentBU-ChildBU-2 –User C and user D

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