I recently inherited a Dynamics 365 environment and am new to the system. I’m working on a new requirement to only allow certain users to view certain accounts. IE:
Person A can only see account A
Person B can only see account B
This environment has a single business unit accessing a custom entity. After doing research, I’ve made the following changes:
Created a new Business Unit as a child of the original
Assigned user A to the new business unit
Created and set user A with a single security role that only has Business Unit access the custom entity
Assigned account A to this new business unit’s default team
Unfortunately, all views for this user are showing as empty. Here are some tests I’ve run to try and resolve the issue:
Set all of the teams to have no security roles to avoid any permission crossover.
Tried making a team outside of the default BU team with the same results
Tried to individually assign a record to user A, which also does not show up in any view. Not sure why any records fail to show for this user.
Set the security role for the user to global on the entity in question and that, of course, shows everything. Anything less than global will not display any records for this user no matter where they are.