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Microsoft Dynamics CRM (Archived)

Manager Hierarchy

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Hi Guys,

We have three lever of user Manager, Team Leader, Team Member.  Here, i want Team Leader should not assign records to Manager. Where i have given Manager as Admin role and Team Leader as Customer Service representative role. Help me on this.

Thanks,

Vignesh Mohan

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  • Suggested answer
    ARIFNIIT Profile Picture
    1,391 on at
    RE: Manager Hierarchy

    Hi Vignesh,

    you can use Position hierarchy.

    refer below link for Position hierarchy.

    https://technet.microsoft.com/en-us/library/dn832142.aspx?f=255&MSPPError=-2147217396

  • Community Member Profile Picture
    on at
    RE: Manager Hierarchy

    Hi Vignesh,
     
    You can use Teams and Business Units to manage users.
     
    Please check it out here crmbook.powerobjects.com/.../business-units.
     
    Hope it helps.

    Vlad

    http://dynamicalabs.com/

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