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PCF_USer
Helper II
Helper II

Show opportunity based on region/ District in D365 CRM

Hi All, 

We have a sales rep which can access accounts, Contacts and opporutnity accorss the five district we have in England: London, Manchester, Liverpool, Leeds, Birmingham.

Our requirement is to show only opportunity of the district which the sales rep are part of. For example, if Sales rep is from London they can see opporutnity( which must be assoicated with account) of London only not the other reigion. But, they shd see accounts and contacts of all the region and district.

We are not able to figure out how to acheive this as 1 account can have multiple opporunity from diffrent district and if the sales rep have access to account then how we can hide them to see opportunity of their district only.

Please note that we are not allowed to create Bussiness Unit for this five district and assign it the security roles .

Can you please give us idea of how to acheive it?

1 ACCEPTED SOLUTION

Accepted Solutions
a33ik
MVP

Hello,

I would say you might try doing the following:

1. Assign users security roles with user-level privileges for opportunities.

2. Create a team for each of your districts - London, Manchester, Liverpool, Leeds, Birmingham, assign security roles with user-level privileges for opportunities to teams as well, and assign corresponding users to teams.

3. Assign the correspond district team as an owner to opportunities.

4. Disable the "Owning/Sharing" cascade relationship between account and opportunity.

View solution in original post

3 REPLIES 3
PCF_USer
Helper II
Helper II

@a33ik Can you please give us some idea?

a33ik
MVP

Hello,

I would say you might try doing the following:

1. Assign users security roles with user-level privileges for opportunities.

2. Create a team for each of your districts - London, Manchester, Liverpool, Leeds, Birmingham, assign security roles with user-level privileges for opportunities to teams as well, and assign corresponding users to teams.

3. Assign the correspond district team as an owner to opportunities.

4. Disable the "Owning/Sharing" cascade relationship between account and opportunity.

It worked! We have followed the same approcah..thanks for the last point we were missing it

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