Hi,
I want to give bulk users same level of security roles. Therefore, i am thinking to create owner/security team so that i can apply security roles to it and all members in that group will have same security roles applied.
However, i dont want to this team to be available in ASSIGN or OWNER field lookup. How can i achieve this.
Please guide.
Thank you !
HI,
You can't really apply filtering on Owner field. But what you can do is to create a real time workflow on Create and Assign of your record to check if Team = Your team the throw an exception.
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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