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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / question about user ac...
Customer experience | Sales, Customer Insights,...
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question about user access right d365 sales?

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Posted on by jaybeegee 144

Hi All,

Couple of questions about setting up proper user access rights for our D365Sales (SaaS) v2022 Release Wave1 

  • It seems that our solution is set up with all users sitting under one business unit and then various teams. So in our case if you are part of a team (eg. Team A) which has offices in 3 countries you can see all the quotes, opportunities, etc spread across the multiple countries. Is it good practice to set up Teams by Country so (Team A - Country 1, Team A - Country 2) ? 
  • All our users have access to contacts, leads, etc immaterial of which Team - is there a way to limit this or would it beat the scope as you do not typically want to duplicate this? 
  • Is there a way to limit users from downloading, printing etc?

thank you.

  • jaybeegee Profile Picture
    jaybeegee 144 on at
    RE: question about user access right d365 sales?

    thank you!

    Whilst I appreciate you can assign opportunities/quotes/invoices to a business unit - how do you handle leads/contacts?

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 on at
    RE: question about user access right d365 sales?

    Hi jay 杰 bee 蜜 gee 蜂,

    You need to set up business units for the different countries.

    To handle the access you need to set up privileges on roles.

    1. Privileges
      1. None Selected
      2. User
      3. Business Unit
      4. Parent: CHeild Business Units
      5. Organizations

    For more details: https://learn.microsoft.com/en-us/power-platform/admin/wp-security-cds

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