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

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

viewing permissions

(0) ShareShare
ReportReport
Posted on by 71

Good morning everyone. I have a client with a company organized for business unit sales (and so far.... no problem)

The individual sales only sees his opportunties but can see all accounts.

When a new account is created we also fill the "industry" label t and this data (with the mapping) is also reported in the opportunity

My custormer is now  hiring some  presales dedicated to individual indistry. So they must be able to see all the opportunities whose account is part of that industry

How can I give this kind of visibility? whit a team? how?

If for example the team were the right means, what kind of team should I implement? and how should I act on the security roles? Thank you very much for helping

I have the same question (0)
  • Suggested answer
    chrispytwist Profile Picture
    235 on at
    RE: viewing permissions

    Alternatively, you can set up a view and assign it to the presales permission role. Set that view Filter up to show only opportunities for the required industries.

    Just depends on how tightly you want to lock down viewing permissions.

  • Joe Gill Profile Picture
    on at
    RE: viewing permissions

    Hi,

    I think you might want to consider using access teams to control access based on the opportunities industry.

    docs.microsoft.com/.../use-access-teams-owner-teams-collaborate-share-information

    Joe

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

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

Product updates

Dynamics 365 release plans