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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Best practices for providing CRM access to JV partner

(0) ShareShare
ReportReport
Posted on by

Hello.  We have deployed Dynamics CRM online in our company.  In non-U.S. countries we work with joint venture partners.  Typically, employees of the JV don't have general access to our IT systems.  What would be the best practice for enabling these people to create, edit, and view the lead and contact records that are only related to their country (e.g. Mexico, Japan).  Clearly, if they were able to gain access to our non-Mexico or Japan sales pipelines, that would be potentially disastrous.  Thanks in advance.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Joe Gill Profile Picture
    on at

    Hi,

    You can use business units and security roles to segregate data access.

    Read this article it should get you started.

    www.powerobjects.com/.../microsoft-dynamics-crm-2013-business-units-and-data-silos

    Joe

  • Community Member Profile Picture
    on at

    What about authentication as these users do not have MS 365 licenses, single sign-on etc. for our organization?

  • Joe Gill Profile Picture
    on at

    If they are not CRM users then you will probably need to use some sort of portal.

    They are a number of portals suppliers including ADX Studio which Microsoft just bought.

    Alternatively you could develop your own and the SDK has some examples.

    You obviously need to look at the cost/benefit of implementing a portal.

    hth

    Joe

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans