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Customer experience | Sales, Customer Insights,...
Answered

Show opportunity based on region/ District in D365 CRM

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Posted on by 125

Hi All, 

We have a sales rep which can access accounts, Contacts and opporutnity accorss the five district we have in England: London, Manchester, Liverpool, Leeds, Birmingham.

Our requirement is to show only opportunity of the district which the sales rep are part of. For example, if Sales rep is from London they can see opporutnity( which must be assoicated with account) of London only not the other reigion. But, they shd see accounts and contacts of all the region and district.

We are not able to figure out how to acheive this as 1 account can have multiple opporunity from diffrent district and if the sales rep have access to account then how we can hide them to see opportunity of their district only.

Please note that we are not allowed to create Bussiness Unit for this five district and assign it the security roles .

Can you please give us idea of how to acheive it?

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Show opportunity based on region/ District in D365 CRM

    Hello,

    I would say you might try doing the following:

    1. Assign users security roles with user-level privileges for opportunities.

    2. Create a team for each of your districts - London, Manchester, Liverpool, Leeds, Birmingham, assign security roles with user-level privileges for opportunities to teams as well, and assign corresponding users to teams.

    3. Assign the corresponding district team as an owner to opportunities.

    4. Disable the "Owning/Sharing" cascade relationship between account and opportunity.

  • Path1n1 Profile Picture
    on at
    RE: Show opportunity based on region/ District in D365 CRM

    above  suggestion would work .. I just thought another way of doing without adding lot of background work for security roles and so

    and also you have mentioned that one account can have multiple opportunities for different districts.

    I would suggest you to create global option set in CRM to list the Districts and then add this field in to you opportunity entity/form (hope you have customization knowledge )

    Then sales reps can mentioned which district that opportunity come under when they create it.

    then you can instruct each sales rep to create their personal view to list opportunities from the district they are working for. in this way Sales reps don't loose their owner ship for their sales pipeline and  management can track their performances. 

    public view with added new field as a column will help to view overall picture for each district . 

    hope this help you to solve the  business requirements .

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