Configure roles in Dynamics 365

Client Management & CRM — incorrectly specified categories?

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Encountered a limitation in the CRM work.

First slide - colleague created a project and added potential deals, and they are visible to her.

Second slide - potential deals are not visible to me.

Need to make it so that I can see her potential deals.

Proposals 1

Andrii Kirstyuk

6 0

Projects 7
Rating -
Rating 398

Budget: 1500 UAH Deadline: 2 days

It is necessary to check the security model you are using and the roles accordingly. Perhaps the problem is related to the business unit.
Details can be discussed personally.

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Ihor Che
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Andrii Kirstyuk

Proposals are currently absent

Current freelance projects in the category Client Management & CRM

Setting up Kommo CRM + WhatsApp Salesbot

Development of the CRM module "Requests" in custom 1C (bus center)

Project manager for the implementation of Binom AI in a restaurant

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