Not showing Records for Team

(0) Share

Report

Posted on by Bala_P

140

Hi Everyone,

I have a created a team ,with BU as A and added B as Team member.But when im trying to find A's Record in B or B's Record in A,Im not able to Found.Not sure why it is not showing .Both are in Same position,Is that the reason or I have to do Anything with Business unit? Thanks

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Suggested answer

Aric Levin - MVP 30,190 Moderator on at

Like (0)

Report

Does the Team that you created have a security role?

If you are trying to get the records for the members of the team, the following post might also help you out:

community.dynamics.com/.../retrieving-all-records-owned-by-other-team-members

Hope this helps.

Was this reply helpful? Yes No
Bala_P 140 on at

Like (0)

Report

Yes it have security role

And Fyi C user (who is below level then A/B) able to see the records of A/B

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

Hi Bala,

is seems a role/privilege issue.

Please list all roles per user, like:

User A: Role 1, Role 2, Role 4

User B: Role 1, Role 4

User C: Role1, Role 3

The missing role over A and B is the right role to add.

Please let us know.

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Hi Bala,

if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

Was this reply helpful? Yes No