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Contact Activities Bubble Up To Highest Parent Account


Intro:

When you deal with an organization with multi level account structures, let's say a local branch account, a parent national account and an international head office account in hierarchy, activity visibility needs attention.


Missing Feature...

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Category: Account, Contact, Calendar and Activity Management (708)

STATUS DETAILS
New

Power BI Sales Report Security Customizations


Customize the Dynamics 365 Sales Usage Power BI report security. We need users with a specific security role (National) to only see their own data and users with another (International) security role to see only data from their own business unit. Currently we are unable to change or remove any...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
New