web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Multiple users using t...
Microsoft Dynamics CRM (Archived)

Multiple users using the same data

(0) ShareShare
ReportReport
Posted on by Stu281182 435

Hi,

I am trying to set up multiple users to access CRM (only 3 of us) however it appears when they login with their domain account, it creates a new set of data in crm. How do i configure the package so that all users access the same set of leads, orders etc.


Thanks,

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,564 on at

    In the security roles assigned to each user, make sure Read permission on all the core entities is set higher than User - that would only allow a user to see records they are the owner of. Also make sure when you are viewing grids of records, you change the drop down from something like "My Active Contacts" to "All Contacts" - the would some only records the current user owned.

  • Stu281182 Profile Picture
    Stu281182 435 on at

    Thanks Jason,

    I have all users configured as system administrators. and all have full read write permission (Same as my user which works)

    THe accounts in question show with myself as the owner however other users cannot see these accounts (I assume because I am the owner)

    Thanks,

  • MDoddio73 Profile Picture
    MDoddio73 1,910 on at

    Silly question, but are the other two users set up in the same Organization as you? (meaning, in the same tenant as yours).

  • Stu281182 Profile Picture
    Stu281182 435 on at

    Yep. We only have one organisation of which all users are assigned

  • MDoddio73 Profile Picture
    MDoddio73 1,910 on at

    Hmmm, and the System Admin User Role was placed on their System User record, not say, a Team?

    I know these are "duh" questions, but trying to rule out all possibilities.

  • Verified answer
    Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at

    Also check that you are not using the default views: My Accounts, My Contacts, etc. These will only show records owned by the logged on user. Either the system administrator can change the default view for each entity to Active Accounts, Active Contacts, etc. or each user can change their own default view for each entity.

  • Stu281182 Profile Picture
    Stu281182 435 on at

    Thats exactly it Neil. Thanks! I didnt realise I there was a dropdown next to My active accounts. Once I select all accounts I can see everything. Is there a way to default all views to this state? otherwise I will have to go through all secitons and set the default view.

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.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans