Streamlining Data Access: By Managing Public Views with Security Roles in Dynamics 365 CRM
For instance, an IT company has different teams, such as sales, marketing, and product management, each working with distinct sets of data in Dynamics 365 CRM. However, the default public system view displays all data to every user within a team. This means a sales team admin who primarily needs to see “All Leads” must also navigate… Read More »