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10I need help figuring out how to get this process started. Any advice is welcome.
I am using Dynamics Customer Engagement. I have one environment and multiple team licenses. Currently when I log into one of the Team members they can see all the contact information. I only want them to be able to see their own contacts and those I specifically choose to share with them.
I have been advised to add Parent - Child relationships
But I cannot find any videos that help with this type of set-up.
An example of what I need is a payroll company services many business, the payroll company wants to share employee data with the individual customers and do not want other customers to have access unless the permission allow them too.
What should I start with this,
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