CRM is very good at securing data but there is no way to control visibility of the system views for the end-users. There are good reasons why would anyone want that: Systems grow over the time and it’s hard to control retirement process for old views, especially for large implementations. As a result, list of […]
Generally, no. Occasionally I will come across a requirement to allow for some CRM notes to be private and only readable by the person who creates them. In my opinion, this is generally a bad idea. In CRM 2013 and 2015, the user interface for notes does not allow users to open the note form. […]
CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to, then set all […]
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