Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Want to hide records from one user role from another.

(0) ShareShare
ReportReport
Posted on by

Hi,

How can I hide records created by consumer sales users from business sales user? in my organization, we have 2 type of business where we do c2c and b2b hence I don't want sales rep who is in c2c are able to see records created by reps for b2b, a detailed direction will be appreciated.

Thanks in advance.

*This post is locked for comments

  • Suggested answer
    gdas Profile Picture
    50,089 Moderator on at
    RE: Want to hide records from one user role from another.

    You need to maintain business unit hierarchy . Let say currently you have only one business unit that is root or parent business unit where your  B2B user is available.  So now  you need to create one business unit  for C2C to restrict B2B record from C2C.

    Here is the step

    - Create one Business unit for C2C.

    - Create one security C2CUserSecuriyRole  role giving privileges for that entity in Business Unit Level . Make make sure By making Business Unit C2C user can see all C2C users record .

    - Assign C2CUserSecuriyRole   role to C2C users.

    - Create another security role B2BUserSecuriyRole  giving privileges for that entity in Organization level . So B2B user  can see the C2C record.

    - Assign B2BUserSecuriyRole role to B2B users.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: Want to hide records from one user role from another.

    Hi

    1. create two business units.

    2. assign your sales rep accordingly.

    3. under the security role , giving them business unit or user level  privilege.

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,850 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,723 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans