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Former Member
Dec 02, 2008 at 11:49 PM

CRM 2007 Security Scenarios


Dear All

I have questions regarding CRM 2007 security

-Is there any authorization object that restricts the Accounts view? If I want to restrict the account search to the own accounts through an authorization object- can i do that? Or is it done through Access Control Engine?

- There is a scenario where in the sales rep wants to see the opportunities belonging to his account

- How can i accomplish that?

- Here is a scenario - there are two org units- how can I restrict the view of opportunitiesby org units?

Please let me know.