Hello Experts,
This time I have query about security roles and access control in Dynamics CRM 2015. In our implementation we have created teams based on the sales territories and sales managers will be part of one or more teams (based on the territory they deal). On creation of the account, using workflow, based on the country the account is shared with the team with the name of the territory the country belongs to. When the user who is the member of that team can see all active accounts in that territory. This is working very well. The issue is that now the users are able to see all the opportunities for those accounts, regardless the owner. In our scenario we want the users to see only the opportunity they created / owns / shared with. In the security role the opportunity is set to "User" for Create / Read / Write / Append / Append To. But the user is able to see all the opportunities for the account he is shared with.
Request for some inputs on how to handle this.
Thanks in Advance
AbD
