As a manager I shoud be able to see all the account and contacts acrros a particular country but shoud be the oppurutnities only available in my district , Can anyone suggest how it can be achieved?
The problem is bussiness is not allowing us to create BU .
the problem is there are three districts lets say : London, machester, liverpool. We need to restrict them from seeing the opportunity in other districts but they can see all accoutns or contacts of which opporutnity is related.
He does need to see only the oppurinty from London if he is a manager in london
Hi Dynamics_User07,
The easiest way is with the business units and then privileges in the security roles.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Andrés Arias as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Daniyal Khaleel 143
DAnny3211 134
Abhilash Warrier 70 Super User 2025 Season 2
