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Posts Tagged ‘ownership’
Entity Ownership in CRM 2011
January 2, 2013
3 comments
In CRM 2011, when you create a new entity you can define the entities “Ownership” by choosing “Ownership” option
Entity Ownership
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
Can’t Share/Assign Org owned entity record
- 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
Workflows/Dialogs ownership in CRM 2011
September 10, 2011
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Hi,
Today i have come across useful article on “Ownership of Workflows ” below are few excerpts
Q> Under what user’s context does the workflow execute? (If the workflow creates a record, who will be the owner of that new record?)
- Automatically triggered workflows (such as a workflow that triggers on account create) will execute in the context of the owner of the workflow.
- If the workflow is executed on-demand, the workflow will then execute in the context of the user who requests the workflow execution.
- Dialogs are always on-demand then they always execute in the context of the user who started the dialog.
Refer below Q/A article by Gonzalo Ruiz
http://gonzaloruizcrm.blogspot.com/2011/05/processesworkflow-ownership-faqs.html#comment-form
Hope it helps 🙂
Rajeev Pentyala - Microsoft Power Platform 