英文:
CRM Dynamics and record access
问题
在CRM Dynamics中，我有一个名为Team X的业务所有者团队，该团队包含2名成员：
- 成员A
- 成员B
如果我将记录分配给Team X，那么记录对两个用户都可见，这是正确的。然而，如果记录分配给了成员A，那么对成员B来说，记录将不再可见，反之亦然。是否有办法使记录在由成员A拥有时仍然对成员B可见，而在由成员B拥有时仍然对成员A可见？
英文:
In CRM Dynamics I have a business owner team called Team X, and the team contains 2 members:
- Member A
- Member B
If I assign record to Team X then the record is visible to both user, this is correct. However if the record is assigned to Member A then the record is no longer visible to Member B and vice versa. Is there any way to make the record still visible to Member B if owned by Member A and visible to Member A if owned by Member B?
答案1
得分: 1
你可以创建一个自动化流程，用于处理所有者字段的更新，并共享记录给X团队。
英文:
You can create an automation that will handle the update of owner field and perform sharing of the record with Team X.
答案2
得分: 1
创建一个新的用户角色，并将阅读权限分配给一个业务单元，然后将此角色分配给用户。
英文:
Create a new User Role and make the read permission for a business unit
then assigned this role to the users
答案3
得分: 0
更新 安全角色，将 读取权限分配给业务单元 和 写入/更新权限分配给用户
或在创建时创建工作流程，将所有者设置为 Team X
英文:
*Update the security role for Team X, set the read by BU and write/update by user
*or create workflow on create set owner to Team X
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