CODEWITHSUNDEEP
dynamics-crm-2015
Jalali Shakib
Jalali Shakib

Reputation: 626

How can i make Dynamics CRM users not seeing records of each other?

We have an CRM 2015 Organization and we want to give access to our users the way that not seeing or interacting of records of each other, like they feel they are alone.
We want to avoid creating organization database for each user because of limited hardware resources.
Also better to mention that they can work and do their business with just one user in organization.
First thing that came into my mind was using permissions, but don't know exactly how to define and arrange this permissions.
Or maybe there is a better way that i don't know of.
Please let me know, Thanks in advance.

Upvotes: 0

Views: 1538

Answers (3)

Payam Zare
Payam Zare

Reputation: 103

You Can Use Security Role for your problem. Everything Is Simple.See This

There Is two notice for using Security Role. First check your Entity Ownership And Second Complete the rules. If you Use Ownership with organization Value your rules only can switch between two state (none & Organization) but If your Ownership value is user or team you can switch your rule between five state.

In Rule Page you Have eight Condition and five state for each entity.

None State : It means Nothing access in any condition on That Entity.

User State : It means You can access Only to Records that Owns by you on That Entity.

Business Unit State :It Means You Can Access any record that is Under Your Business Unit on That Entity

Parent: Child Business Units :It means If you are in a business unit that have child , Then You Can access records is under your business unit and your business unit child's on That Entity

Organization : It Means You can Access Any Thing in any where on That Entity.

I Hope it Can Help You.

Upvotes: 2

jasonscript
jasonscript

Reputation: 6170

Security Roles is the right approach.

To prevent users from seeing records created by other users, change their permissions to only allow User Read permissions:

CRM Security Role Key

You will need to create a new Security Role (or modify an existing one) and configure the permissions for each Entity.

Note that some entities are Organization owned; for these entities, you can only toggle between the Organization access (full green circle) or no access (empty red circle).

Some entities are required by the system to work so you will need to provide Read permissions (e.g. Currency) so you have to be very careful when creating your role.

Also remember that if a user has multiple security roles assigned, then they will be given the highest permission. For example

  • Role 1: Account Read: Organization

  • Role 2: Account Read: User

    = User will have Organization Read for Accounts

Upvotes: 2

Jorge Cunha
Jorge Cunha

Reputation: 60

The better way is using the Security roles.

Go to the security roles is associate to the users, open and go to separator "Business Management" and the place is of the entity user on circle of read put in none and is done. This is the better way to they can't see anything about the users.

You can see on this image.

https://i.sstatic.net/R6vBI.png.

Cheers, Jorge Cunha

Upvotes: -1

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