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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sales Territory
Customer experience | Sales, Customer Insights,...
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Sales Territory

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Posted on by blearnav 20
How to make it that users in Dynamics 365 Sales can only see and interact with records in their assigned territories?
 
There are different groups and members, but the records are visible regardless of the territory.
 
Is only Business Unit able to restrict access?
 
Thanks!
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  • Suggested answer
    blearnav Profile Picture
    blearnav 20 on at
    Sales Territory
    Territories have nothing to do with security, this is how they differ from teams. They are only for analysis purpose, not for rights management.

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