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Hi,
We have the following organisation structure in Dynamics 365 (using business units):
We currently gave organisation read access to everybody so that everyone can view all contact records. However, we have a list of contacts created by business unit A which we would like to mark them as private i.e. can be viewed by users in business unit A only. We would like the rest of the contacts to be accessible by everybody.
Is this possible please?
Thanks.
Hi Kelly,
Each business unit have a default team, you can have more than one team per business unit.
You can also set the security role of a Team as "User" level, and only the users of that team will be able to have access to that record.
Please, be aware that, in this scenario, the Team should be the owner of the record, so the users present in that Team will have access to the record.
In addition, it's also important to validate that Security Roles are cumulative and even if a user have a security role that is inherit from a Team, he also have their own security roles.
If you have a sharing team, this one, does not have Security Roles, but other users can share records with the team, so the users that belong to that team can view.
You can take a look in this documentation about Teams (owning and sharing): docs.microsoft.com/.../use-access-teams-owner-teams-collaborate-share-information
There's a lot of factors that play into security, like what records should the users have access or if we will need owning or access teams. So, I am not aware of all of your requirements.
A best practice is to make a security planning and keep it simple.
I hope this information it helps.
Hello Kelly,
Based in the image provided, it seems that Business Unit is the root business unit.
If your requirement is to have a group of records that can be visible for users present in the Business Unit A, only, and if you provide the Organizational access, all users that are in the parent Unit will have access.
Please see the following image:
My suggestion is to create a parent business unit and provide the Deep access to that business unit.
Let me know if that information helps.
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