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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / A should see everythin...
Microsoft Dynamics CRM (Archived)

A should see everything, B only own data - How to?

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Posted on by Community Member

Hello together,

I have the following situation:

Company B wants the CRM 15, which we use at Company A.

Company B should only see their entries, but A should see both entries and datas.

I've tried to create a subcompany with new Teams and security roles but this doesn't work.

My testuser couldn't see any data and also not his own entries.

So I've tried the same with security roles of Company A and it doesn't work again.

When I give the testuser of B Admin rights, he can see everything.

My question is, is there anyone who had the same Problem and has a smart way to solve my Problem?

I'm also very happy about a good article (I couldn't find one)...

Thanks and best regards,

CRM_Believer

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Thank you very much, it is working.

    Now I have to try it, for different cases, will report the next days.

  • Community Member Profile Picture
    Community Member on at

    Security role using business unit should work as long as you are not giving Admin rights to user. Giving the admin rights you are over ruling all the restrictions and giving the user access to everything.

    Regards,

    Raghu

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