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Microsoft Dynamics CRM (Archived)

All employees need to have access to accounts and leads

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Posted on by 60

Hello,

   Within our organization accounts and leads need to be accessible to all employees. It seems that currently in the CRM database only the account owner can see/edit the information. I saw something called "team sharing" is there a way to make all contacts team sharing? Which is the easiest way to do this? thanks in advance.

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    CRMInnovation.com Profile Picture
    on at

    Kelly,

    You have got some other issue going on in your system. Presuming you are using the out of the box roles all users should be able to view all the records and depending on which OOB role they would also be able to edit, append, and delete. I would take a look at the privs in the security roles and start their first before going down the team approach.

    That is presuming all users are in the same business unit which is something you didn't provide in your posting.

    You may want to watch this video from the democrmoline.com site.

    http://www.democrmonline.com/links/AdminCreateUsers/

    Jerry, Microsoft Dynamics CRM MVP
    CRM Innovation
    Need a solution for CRM to help you manage Events or Email Marketing?
    Follow me on Twitter

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

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