Not showing Records for Team

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Posted on by Bala_P

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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

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RE: Not showing Records for Team

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

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

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RE: Not showing Records for Team

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.

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
Bala_P 140 on at

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RE: Not showing Records for Team

Yes it have security role

And Fyi C user (who is below level then A/B) able to see the records of A/B
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Aric Levin - MVP 30,188 Moderator on at

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RE: Not showing Records for Team

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.