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Suggested answer

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

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. 

  • Suggested answer
    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.

  • Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 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)

  • Ang111 Profile Picture
    Ang111 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.

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,081 Super User 2024 Season 1 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.

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