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Former Member
Jun 07, 2010 at 02:32 AM

Multiple IC Roles with role specific business transactions


Hi guru's,

I'm using CRM 2007 and I have configured two different business roles for the IC as two different groups are to use the IC.

The business transactions for each group are different and I therefore configured two different business transaction profiles whereby the dependent transaction types are different.

However I noticed that the IC still displays all transaction types relevant for the IC channel so my question is how do I limit the transaction types that I see in the follow up transaction screen to only the relevant business profile?

Now both user groups see each others business transactions.