web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / question about user ac...
Customer experience | Sales, Customer Insights,...
Suggested answer

question about user access right d365 sales?

(0) ShareShare
ReportReport
Posted on by jaybeegee 193

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.

I have the same question (0)
  • jaybeegee Profile Picture
    jaybeegee 193 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 12,104 Moderator 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 141

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 132

#3
DAnny3211 Profile Picture

DAnny3211 130

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans