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Hello Experts,
Kindly give a suggestion how to make this Happened.
I having 2 teams at Same business unit ( Team A,Team B) Both A and B team has 3 Users:
(Team A : 1.John(Sales Manager),2. Asraf(Sales Person),3.Sheron(Sales Person)
Team B: 1.Robert (Sales Manager),2. Mark(Sales Person),3.Priya(Sales Person))
**********My Requirement :********
Now I want to Assign the job role and Activities to Team A.
If I assign the Activities to Team A , only can view and Reply the Activities by Team A and the team members , Team B users cannot view and modified the Team A Activities and also Team A users Cannot alter and view the Team B Activities ,
Kindly give a brief Explanation or step by step process , I am new to the MS Dynamics CRM ,If I get Screen shot or video much much better , it will help me out of this problem
Thanks
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I have the same question (0)Hi Anandaraj,
1. Set up 2 Business Units: BU1 = Team A & BU2 = Team B
Go to Settings>Security>Business Units>New. Name as 'Team A' with a parent BU = the current business unit >Save & Close
Click on New. Name as 'Team B' with a parent BU = the current business unit >Save & Close
Go to each user and change the Business Unit to 'Team A' and reassign their Security Role for John (Sales Manager), Asraf (Sales Person), Sheron (Sales Person)
Go to each user and change the Business Unit to 'Team B' and reassign their Security Role for: Robert (Sales Manager), Mark(Sales Person), Priya (Sales Person))
2. Alter the security role that you have assigned to these users :
Go to Settings>Customizations>Customize the System>Security Roles
Security Role 'Activity' permissions for all users = their own BU (1/2 yellow Harvey ball) as per the screen shot below
'Save and Close' your changes
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