Control visibility of entities between different users?

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Posted on by Bob Manjoney

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We're just starting to use D365 for Sales and would like to control visibility of entities (accounts, activities, leads, contacts, and opportunities) somehow between different groups of people. I don't have a good grasp of Roles and Teams and whether they can be used to accomplish this.

For example, I have 2 different "Teams" - an Executive Team, and a Sales Team. I would like the Executive to be able to see everything that the Sales team owns, but I don't want to allow the Sales team to see anything that the Executive team owns, at least by default. That would be my most general case.

What's the best practice for handling this situation? I guess I would be fine also if there was a way for a user, on an ad-hoc basis, to manually protect and or make entities visible to others.

Thanks,

Bob

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Akanksha Ranjan 460 on at

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Hi Bob,

I will suggest going through a deep understanding of the Dynamics 365 security structure.

docs.microsoft.com/.../create-edit-business-units

You can create separate security roles for both teams and restrict access through it.

Thanks

Akanksha

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Torrado 1,270 on at

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Hello,

You can translate your structure into Dynamics 365 Security Model via Business Unit, Teams, Security Roles.

I would suggest you to attend the following Microsoft Learn module, to have a better understanding about the capabilities of Dynamics 365 Security Model: docs.microsoft.com/.../

Hope this helps you.

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Community Member on at

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Hi Bob,

Greetings! The requirement highlighted by you will be addressed by D365 Security configuration. Here are some resources for your reference.

Microsoft Links:

https://docs.microsoft.com/en-us/power-platform/admin/create-edit-business-units

https://docs.microsoft.com/en-us/learn/modules/recognize-dynamics-365-security/

If you want hands on steps please refer below videos for your reference

Security - Part 1 | Business Unit | Teams | Users | Basic Security Configuration | Dynamics CRM 365 - YouTube

Security - Part 2 | Security Role Configuration | Privilege and Access Level | Dynamics CRM 365 - YouTube

If above resources addresses your requirement please mark as verified.

Thanks,

Goloknath

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