Entity Ownership in CRM

In CRM, when you create a new entity you have to give Display Name, Plural Name, Description etc.. and you will select the ownership of the entity from Ownership field.

The other things are self explanatory but Ownership plays a crucial role in the CRM Security Model.

Entities can be Owned by

1) Records of “Organization owned entity” can be viewed by the whole organization
2) Records cannot be shared or Assigned.
3) Organization entities have two access levels – None and Organization.

User or a Team
1) Records of “User or a Team owned entity” can be limited to users or teams, so that you restrict data access to authorized users
2) The user-owned or team-owned entities have five access levels: None, User level, Business unit level, Parent: Child Business unit level, Organization

Hope this helps.

Happy CRM’ing

2 thoughts on “Entity Ownership in CRM

  1. Unknown October 14, 2015 / 10:31 am

    Thanks for sharing these helpful tips with us regarding CRM


  2. Unknown January 9, 2017 / 11:38 am

    Thanks for sharing. it did help.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s