Hi NG,

I have a question about privileges in CRM that are more complex than an
usual hierarchy of business units:

The hierarchy is the following (privileges always only on objects in your
own business unit and in child business units):

- company-BU
- Marketing
- North
- South
- Sales
- North
- South
- Service
- North
- South

Now there is one (or several) Marketing users, who is not only allowed to
see anything in Marketing, but is also allowed to see Sales North and
Service North, but he is not allowed to see Sales South and Service South.

Does anyone know a solution for that?

I only know the share function, but then you have to share every single
object manually...

And further on the question to which business unit this user (and his
objects) should be assigned to ...?

Any idea?

Florian

Afraid Shares are your only option. As for how that user's records should
be "assigned" that's a business question that you have to answer for
yourself.

--

Matt Parks
MVP - Dynamics CRM


"Florian" <Florian.Zerweck@no.spam> wrote in message
news:ue1SS6lFIHA.1316@TK2MSFTNGP02.phx.gbl...
Hi NG,

I have a question about privileges in CRM that are more complex than an
usual hierarchy of business units:

The hierarchy is the following (privileges always only on objects in your
own business unit and in child business units):

- company-BU
- Marketing
- North
- South
- Sales
- North
- South
- Service
- North
- South

Now there is one (or several) Marketing users, who is not only allowed to
see anything in Marketing, but is also allowed to see Sales North and
Service North, but he is not allowed to see Sales South and Service South.

Does anyone know a solution for that?

I only know the share function, but then you have to share every single
object manually...

And further on the question to which business unit this user (and his
objects) should be assigned to ...?

Any idea?

Florian