Hi,

I have 2 business units:

1. New Business Sales
2. Account Management (management of current customers)

I want to use the MS CRM security settings so that users in New
Business Sales cannot see any account records for our current
customers. This includes if the New Business Sales users select the
‘All Accounts’ view.

Is this possible with MS CRM?

Yes. When you assign access rights to the role, only give them "Business Unit"
access, they will only be able to see data within their BU.

Matt Parks

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On 26 May 2004 05:46:54 -0700, l.hargrave@btinternet.com (Lee) wrote:

Hi,

I have 2 business units:

1. New Business Sales
2. Account Management (management of current customers)

I want to use the MS CRM security settings so that users in New
Business Sales cannot see any account records for our current
customers. This includes if the New Business Sales users select the
‘All Accounts’ view.

Is this possible with MS CRM?