Is there a way to have multiple owners of one Account or Contact? We have multiple people who may call on an Account or Contact and should have duel ownership. We would want that one contact to show up under the "my active contacts" for both owners.
Is this possible?
Connecting someone else does not share their contact info.
We would want it to tie to their Outlook contacts as well.
Any help is appreciated.
Thank you,
Victoria
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Hello,
In my opinion, and if I understand your needs, there are several options:
The choice really depends on how useful it will be.
If you want to see all the contacts in the "my active contacts" view, you will have to adopt this view and the synchronization outlook filter too.
I will recommend the second or third solution that allows us to add this notion to a view with a join using the relationship created.
For the third option :
Then, the view my contact must be modified :
Hope it will helps you!
Regards,
create a subgrid for access teams, and add teams there; users will be able to see & work then
Access Teams explained below:
www.powerobjects.com/.../access-teams-in-dynamics-crm-2013
blog.crmguru.co.uk/.../why-use-access-teams-in-dynamics-crm-2013
Where do I find this outlook sync??
Sharing will not work because we allow all users to view/modify any Account/Contact/Opportunity in the system.
With sharing you allow to other user to access at your record... Check within Active Contact and not in My Active Contact...
info.netcenter.net/.../Security-in-Microsoft-Dynamics-CRM-2013-How-to-Handle-Exceptions
Sharing really does nothing...? I shared a contact with another user then checked 'My Active Contacts' and there was nothing there.
We are thinking of using the Follow feature. Then you can access "Contacts I follow".
We will see how that goes over.
Hello VWeber,
Did you try with sharing option?
In this way you will have a single owner for your entity but other user can view information (with whom you shared the record).
Let me know,
Thanks
Only one user can be ownerof contacts and account, But Team can be owner of contact.
For outlook you can change sync filter etc "all contacts where team is owner."
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