Entity Ownership in CRM 2011
In CRM 2011, when you create a new entity you can define the entities “Ownership” by choosing “Ownership” option
So what does it mean? Entities, can be owned by
- Organization
- User or a Team
Lets see the difference between both
Organization owned entity
- Records of “Organization owned entity” can be viewed by the whole organization
- Records cannot be shared or Assigned
- The security roles for organization-owned entities have two access levels: None and Organization
- i.e., You cannot define “Access levels” like (User level, Business unit level, Parent: Child Business unit level)
User or a Team owned entity
- Records of “User or a Team owned entity” can be limited to users or teams, so that you restrict data access to authorized users
- The user-owned or team-owned entities have five access levels: None, User level, Business unit level, Parent: Child Business unit level, Organization
🙂
Categories: CRM 2011
CRM 2011, organization owned, ownership, User or team
Very nice explaination
Do you know workarounds or alternative solutions to change an organization entity o to a user entity ownership?
There is an unsupported approach to change the ownership by editing entities ‘Customizations.xml’ file.
Refer this link for the same
http://chitrarasan.wordpress.com/2010/12/28/change-entity-ownership/