Contact Permision / Visibility for ALL users in Org.

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When creating a contact, we typically assign the contact to a User so to make that user the Owner of the record. However when we do that, other Users are NOT able to see that contact on their tablets when mobile. For example, we want a User to be able to pull up an Account, and then open ALL contacts associated with that account regardless who is the owner. Currently, if somone goes to an account when they are mobile, the only contacts the user can see is the contacts they are Owner of.

Help please??!

Thank you so much!

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Community Member on at

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RE: Contact Permision / Visibility for ALL users in Org.

Hi,

You can provide read privilege in Organization level for that entity in the security role.

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Community Member on at

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RE: Contact Permision / Visibility for ALL users in Org.

Perfect. Can you walk me through where i do that editing again? Thank you..

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Community Member on at

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RE: Contact Permision / Visibility for ALL users in Org.

Hi,

Please read below links.

crmbook.powerobjects.com/.../security-roles

msdn.microsoft.com/.../gg334717.aspx

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Rajkumar Rajaraman on at

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RE: Contact Permision / Visibility for ALL users in Org.

Hi Courtney,

Refer this link:

http://www.dynamicscrmpros.com/set-microsoft-dynamics-crm-2013-mobile-tablets/

Regards,

R.Rajkumar

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Aileen Gusni 44,524 on at

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RE: Contact Permision / Visibility for ALL users in Org.

Hi Courtney,

You are right.

Once you assign a record, then the ownership would change.

If you want to keep the ownership you need to Share, NOT Assign.

But as long as you have set the correct security role to the users (more than a User level) then you should be able to see the records.

Just maybe if you can only see your own record, means that the users selected the My Contact record view only.

missdynamicscrm.blogspot.sg/.../explore-customize-views-in-CRM-2013-for-tablet-windows-8-ipad.html

In your CRM tablet, Try to change the view if possible.

Hope this can help you.

Thanks.

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