Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Enquiry View Issue

(0) ShareShare
ReportReport
Posted on by

On eof the user is able to see some of the enquiries of other user as readonly.  The shared summary cannot be taken out as for few month the audit was disabled. How can I remove those enquiries from the person view area.

*This post is locked for comments

  • RE: Enquiry View Issue

    In sharing also its not showing

  • Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,401 on at
    RE: Enquiry View Issue

    Hi

    If the person is able to view only selected records in an entity, check whether that record is Shared (clicking the Share button in the menu would show you the sharing details).

    If the person is able to see all the records then you would have to find out the person's Security Role, Team membership. You can try XrmToolBox.

  • RE: Enquiry View Issue

    That's what we are not able to check the person who is able to view some of other vertical enquiries is not at all associated with those employees

  • Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,401 on at
    RE: Enquiry View Issue

    Hi

    He is able to view the record,

    because it was shared by the owner of that record?

    Or

    Because of the security role?

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... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,436 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans