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Customer experience | Sales, Customer Insights,...
Suggested answer

User not able to see all data on shared view in CRM

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Posted on by 25

I shared my view to three people, 2 of them can see everything but one person can only see part of that data. 

Example: Data about customers from Europe, Asia, North America. That particular person can only see data about customers in Europe. 

I have the same question (0)
  • Suggested answer
    Guido Preite Profile Picture
    54,084 Moderator on at
    RE: User not able to see all data on shared view in CRM

    probably the user is in a different Business Unit or has a different security role that stop to see the other data.

  • Ang111 Profile Picture
    25 on at
    RE: User not able to see all data on shared view in CRM

    He has same Business Unit and same roles as other people who can see all the data.

  • Guido Preite Profile Picture
    54,084 Moderator on at
    RE: User not able to see all data on shared view in CRM

    check again, if a user has a same business unit and same security roles of another user they should not see different data (a possibility is a retrieve multiple plugin bound to some other criteria, but it's quite rare)

  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    on at
    RE: User not able to see all data on shared view in CRM

    If the issue persists, I recommend to you opening a ticket on Microsoft Support.

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