Tuesday, 13 October 2015

Entity Ownership in CRM

In CRM, when you create a new entity you have to give Display Name, Plural Name, Description etc.. and you will select the ownership of the entity from Ownership field.

The other things are self explanatory but Ownership plays a crucial role in the CRM Security Model.

Entities can be Owned by

Organization
1) Records of “Organization owned entity” can be viewed by the whole organization
2) Records cannot be shared or Assigned.
3) Organization entities have two access levels - None and Organization.

User or a Team
1) Records of “User or a Team owned entity” can be limited to users or teams, so that you restrict data access to authorized users
2) The user-owned or team-owned entities have five access levels: None, User level, Business unit level, Parent: Child Business unit level, Organization

Hope this helps.

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Happy CRM'ing
Gopinath

2 comments:

  1. Thanks for sharing these helpful tips with us regarding CRM

    ReplyDelete
  2. Thanks for sharing. it did help.

    ReplyDelete