Accessing leads of another Business Unit User

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We have been using Dynamics 365 Marketing Module. We have two Business Units Test1 and Test 2.
There are different users in both Business Units as follows:

Test1 has users - Manager as David and Salesperson as Edward
Test2 has users - Vice President as Tony and CEO as Smith

Now if Smith want to access the leads of only Edward and not of David, how it can be implemented? Is it by positional hierarchy if yes how.
I understand if Tony wants to access all leads of Test1 we can add tony as Team member created under Test1 with assigning security roles to Team.

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Harish M on at

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Hi,

Yes, this can be achieved using positional hierarchy.

1. Enable the position hierarchy.

Refer this link to enable the position hierarchy docs.microsoft.com/.../hierarchy-security

2. Go to Settings -> Security -> Positions -> Create 2 positions as in the below screenshot

3. Add Smith to CEO and add Edward to Sales Person positions respectively.

4. Map CEO as Parent Position for Sales Person When you view hierarchy this should look like as below

5. Ensure that the Security roles assigned to Smith does not give him permission to view all the leads in the organization

For Tony, you can achieve it by making Test 2 BU as parent BU of Test 1 and give the Vice President security role with Parent Child Business Unit level permission on Leads entity.

Hope this helps.

Best Regards,
Harish M
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums

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Community Member on at

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Hello Harish,

Thank you for this. I tried doing the same earlier and and it didn't worked. I have created a Positional Hierarchy as you explained above and to User Smith I have given security role to access leads on Business Unit level:

After which when I login with smith user, I could not see Edward leads.

Can you please help how smith can view just Edward leads.

Thanks

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Harish M on at

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Hi,

1. Please check if the users are added to the respective positions.

2. While enabling the hierarchy security - select Custom Position Hierarchy not Manager hierarchy

3. Ensure that Lead entity is not excluded from hierarchy.

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