Hello,
I first thought it was a security role issue but when I add a look to it, security level for opportunities is set to 'user', but anyway, all salesperson can see oppportunities from each other.
I would like that an user can only be able to see it's own opportunities.
We have 3 business units corresponding to 3 sales region: contacts and accounts are owned by the team correcponding to the sales region. The purpose was that an user from a 'sales region' could access to all accounts/contacts into that sales region, but not see those from other sales region.
On a forum topic, I saw that it is a normal behaviour as it is referred to cascading security and that:
"It can be turned off by changing the relationsihp between the account and opportunity from parental to 'configurable cascading'." (https://community.dynamics.com/crm/f/117/t/26279.aspx)
The problem is that I don't know which relationship to change and to what!
If I go to customizations > account entity, under 1:N relationships, there is a "opportunity_customer_account" and I can change the "relationship behaviour" from "parental" to "configurable cascading".
Then I can choose from a drop-down list:
- cascade all
- cascade active
- cascade user-owned
- cascade none
for Assign / Share / Reparent / unshare / delete / merge.
I simply don't understand those concepts even my readings. Could someone be so kind to tell me if I'm going into the right way and what I should do next?
Thanks!
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