Customer Engagement & Dynamics CRM Forum

  • 1.  Separating out Activities

    Posted 7 days ago
    We have a desire to be more granular and flexible with Activities logged within Dynamics CRM. Our business partners would like to be able to isolate and secure activities by the groups/functions that created them. This would allow each group/function to decide who sees activities and who doesn't. It would provide flexibility. I'm curious if there is anyone out there that is doing this or has a need similar.

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    Paul Smith
    Business Technology Manager
    Federated Insurance
    1-507-455-5649
    Owatonna, MN
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