Configure roles in Dynamics 365
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.
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2 days33 USD
373 6 0 2 days33 USD
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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