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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Give access to another...
Customer experience | Sales, Customer Insights,...
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Give access to another user

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Posted on by alzelus 4

Hi

We are using CRM online and each users with the SalesRep role can see only the record that they are the owner.

There is a manager role that can see the record all the record of the business unit.

The problem i have is that when a sales rep is in Holiday, we ask another sales rep to take over for a short period of time. the only way i figure out is to give the Manager role to the sales rep for him to be able to see the record of the sales rep that is in holiday. But he is seeing the record of everybody, which is not perfect.

Is there a way to give access to a users to another user record.

Thanks for your help

I have the same question (0)
  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    You can use the Access Team Template concept.

    Please refer below link:
    https://carldesouza.com/access-team-templates-dynamics-365/

    Thanks,
    Pradeep.

    Please mark this as VERIFIED if it helps.

  • gisiquei Profile Picture
    gisiquei on at

    Hello alzelus , 

    In addition to previous comment, you can also share the records individually with the users that will cover the holiday, there you can determine the privileges the users will have, after this period you can remove the sharing.

    References: 

    https://docs.microsoft.com/en-us/power-platform/admin/wp-security-cds#record-sharing 

    https://docs.microsoft.com/en-us/power-platform/admin/how-record-access-determined#shared-access 

    Thanks,

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