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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Security Implementation
Microsoft Dynamics CRM (Archived)

Security Implementation

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Posted on by Abdul Wahab 12,119 Moderator

Hi All,

I have Four departments:

  1. Root Business Unit
    1. Sales
    2. Marketing
    3. Service
  2. I have an entity Test

Scenario:

  1. A Test record created in Sales Department by user Ali
    1. User Ali is only able to create, write, read its own test records in a Sales Department. This security is applied with the help of security role Test User.
    2. There is a Sales Manager Kashif in Sales Department which is only able to read all test records in a Sales Department only. This security is applied with the help of security role Read Department Test.
  2. Service related is a lookup field on Test entity.
    1. If Service Related is Yes than user in a Service Department can also able to see this Test record. How this implement in a CRM?
    2. If Service Related is No than user in a Service Department not able to see this Test record. How this implement in a CRM?
  3. If I change Ali's business unit from Sales Department to Marketing Department.
    1. Now I want to show to Ali all its Test records that he owns in a Sales Department with the same privileges that he has in a Sales Department. How this implement in a CRM?
    2. I also want show all these Test records to Kashif as he saw when Ali in Sales Department. How this implement in a CRM?

Thanks

Regards,

Abdul Wahab

.

*This post is locked for comments

I have the same question (0)
  • Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    Instead of BU you should have Teams within the same BU and the records should be owned by respectively teams based on your need/logic.

    Add the users to the appropriate team(s), Assign security role to the team - this should work nicely.

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