Dynamics CRM 2011 Rights Management (GO)

Source: Internet
Author: User

Http://www.cnblogs.com/LeoTang/p/3344265.html

Dynamics CRM 2011 Rights Management

The role-based permissions of CRM system are mainly controlled by departments, roles, users and teams . The owner of each entity record (owner) must be a certain user or team. A user or team must belong to one and belong to only one department, but the members of the team can come from different departments. Users and teams can have several different roles, and the roles assigned to the user or team are associated with their departments, which are represented in five levels of choice for individual operations permissions, taking the opportunity reading as an example:

None-no Read permission for all Opportunity records

User-only Read permission to the owner's opportunity record for the current user

Department-Read permission to an Opportunity record for the user or team who owns the current user's department

Parent-Child Department-Read permission to an Opportunity record for a user or team who owns the current user's department and its subordinate departments

Organization-Read access to all Opportunity records

Sales Person Role:

Entity

Read

Business opportunities

No

User

Department

Parent-Child Department

Organization

Record-based permission control allows a user to share or reassign a single record to another user.

Dynamics CRM 2011 Rights Management (GO)

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