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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 Sales man...
Customer experience | Sales, Customer Insights,...
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Dynamics 365 Sales management

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Posted on by YD-10050155-0
Dear All,
 
I am new to D365 Sales,  does anyone know how to configure below requirement?
 
1, Each Sales Person can manage all the information of the customers they are responsible for,  for customers not belong to them,
 they can only check which salesperson is responsible for, and the others are not visible.
2、Sales director and business manager have the highest authority to view all sales staff's customer information.
3、Pre-sales technical staff can see the responsible customer's technical contact information, technical programs, other information is not visible.
 
Categories:
Dynamics 365 Sales
I have the same question (0)
  • CU13050454-1 Profile Picture
    CU13050454-1 2 on at
    To do this, you can use security roles and field-level security to ensure that each salesperson can only see their own customer information while allowing higher-level roles access to all data.
    See details at blocky blast for more fixes
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,373 Most Valuable Professional on at

    1. Salesperson Access Control
    • Assign each customer record (Account/Contact) an Owner = Salesperson.
    • Use security roles + Business Unit structure:
      • Assign Salespeople a security role with:
        • User-level read/write access to customer records.
    • Use Field Security Profiles to hide sensitive fields from non-owners.
    • Use a custom view or lookup so non-owners can see only the Owner field.

    2. Sales Director & Business Manager Access
    • Assign them a role with:
      • Organization-level read access to Accounts/Contacts.
    • They can view/edit all customer records across users.

    3. Pre-sales Technical Staff Access
    • Use Field Security Profiles:
      • Create a profile to show only technical fields (e.g., contact info, programs).
    • Assign this profile to the pre-sales users.
    • Ensure their security role allows read-only access to Account/Contact entities (field-level visibility is controlled separately).

     

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