Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

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

🙂