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5I am new to Dynamics 365 and need some general advice that I'm struggling to find the answer to.
I am working with a company that provides multiple services to customer accounts that are location-based, and there are groups of staff that support these regions.
The requirements are:
1.) The staff groups of users want to be able to only see and update data that belong to the accounts associated with the specific region they have been assigned to.
2.) because they provide multiple services accounts can be split between regions e.g.
Service Group A - Region 1 includes Account 1 & 2, but
Service Group B - Region 1 includes Account 1,2 & 3
3.) There are Service Group Area Managers that want to have access to multiple regions e.g.
Service Group A - Region 1 includes Account 1 & 2, but
Service Group A - Region 2 includes Account 3 & 3
I'm assuming that you would typically use Teams to manage the Groups and then simply add the Service Groups Managers (or any Manager) to the specific teams that need to have access to.
For the regional structure, I'm confused, mainly because of the restriction that an Account can belong to multiple regions for different Service groups.
Many thanks
David Gordon
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