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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sharing Records with d...
Microsoft Dynamics CRM (Archived)

Sharing Records with different business units

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Posted on by Spaz 285

Hello,

I have two different business units set up, A & B, The users under each business unit have the same user security role with exactly the same access permissions.

A user from business unit A has created an account record and has shared it giving the "Read" only access permission, it has been shared to a team and not to an individual user the team includes the users from business unit B.

The users in business unit B can see the account record as expected, however the users are also able to edit the record, this behaviour is not expected as only the READ access permission was given to the team when the record was shared.

Any idea as to what could be wrong here? 

Thank you

Spaz

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  • Spaz Profile Picture
    Spaz 285 on at
    RE: Sharing Records with different business units

    Thanks Saad, it appears the problem was with the user security role, I tweaked it and now this works as expected.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sharing Records with different business units

    Refer this:

    msdn.microsoft.com/.../gg334673.aspx

    A user might have access to the same record in more than one context. For example, a user might share a record directly with specific access rights, and he or she might also be on a team in which the same record is shared with different access rights. In this case, the access rights that this user has on the record are the union of all the rights.

    All the access are added whether given by user's Security Role or Sharing access rights.  User B Write Permission should be removed in order to remove write access.

  • Spaz Profile Picture
    Spaz 285 on at
    RE: Sharing Records with different business units

    Just to be clear I am referring to the account when I say

    "on the security Role which users from both business units are assigned to I tried with setting the Write permission to user level only that didn't work so I tried business unit level that did not work either".

    Thanks

    Spaz

  • Spaz Profile Picture
    Spaz 285 on at
    RE: Sharing Records with different business units

    Thanks for the feedback, on the security Role which users from both business units are assigned to I tried with setting the Write permission to user level only that didn't work so I tried business unit level that did not work either.

    I have not added a security role to the team itself as the users in the team have the security role assigned to them. When the user in business unit A shared the record with the team in business unit B the only access permission that was ticked is READ, nothing else.

    The account record does not have a parent record, so not sure what's causing this?

    In case it's relevant business unit B is the child business unit of business unit A who is the parent.

    Thanks

    Spaz

  • Suggested answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,811 on at
    RE: Sharing Records with different business units

    1. Check the access on the Write Account privilege for the user's security role and user's team's security role.

    2. If that Account has parent Account, then ownership of parent Account also play some role in the access and privileges.

    Keep us posted for the result. Thanks.

  • Jason M. Cosman Profile Picture
    Jason M. Cosman 5,234 on at
    RE: Sharing Records with different business units

    Hello Spaz;

    I'd wonder if you had conflicting security roles associated to the team. Worth a peek in that direction.

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