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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Separate order for sal...
Customer experience | Sales, Customer Insights,...
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Separate order for sales managers

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Posted on by Evgenich 80

Hi everyone,

We have 2 different sale teams. Dynamics 9.1 on premise

They have same products and prices but different customers.

Also we have admins who should habe right to create invoice in every sale teams

How in this case better to split access for sales ?

Thank you

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  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at
    RE: Separate order for sales managers

    Hi Evgenich,

    Two different teams and two different invoices but for different customers and created by the admins, not by the individual teams. How about handling the situation with the privileges in the security roles?

    On invoice table.

    1. Grant admins create privileges from the below except none:
      1. Global.
      2. Deep.
      3. Local
      4. Basic
      5. None
    2. Grant sales team none on create.

    For more details: learn.microsoft.com/.../security-roles-privileges

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