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Is there a way to allow contacts to view cases opened by other users in the same organization

Posted on by 20

There is a settings in zendesk that allows users belonging to same organization/company to view cases opened by other users in the same/user's organization.

Is there a way to achieve this in D365 Customer Engagement.

Zendesk Settings

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  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Is there a way to allow contacts to view cases opened by other users in the same organization

    Hi partner,

    Yes, it is possible to do this.

    1.You could share this record to others.

    pastedimage1591680434873v1.png

    2.You could create a Team with Business Unit level permission of Read for this entity, and add all the users you want to share in this Team, and then all the team members will be able to share their records.

    https://crmbook.powerobjects.com/system-administration/business-administration/teams/

    https://docs.microsoft.com/en-us/power-platform/admin/manage-teams

    Best Regards,

    Leo

  • Suggested answer
    Chris4300 Profile Picture
    Chris4300 145 on at
    RE: Is there a way to allow contacts to view cases opened by other users in the same organization

    Hello Danish,

    According to me this would involve making changes in the users security roles. For example, lets say you have two Business Units (BUs) in your parent organization: BU A and BU B. You want the users belonging to BU A to view the Cases owned by the other users in BU A, then you would assign the BU level security privilege to the users' security role in Dynamics 365.

    For more information, please have a look at this link: docs.microsoft.com/.../security-roles-privileges

    Regards,

    Chris

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