Hi there.
I would like to use the Account entity to hold ALL our different kind of accounts. In fact this is suggested by CRM it self in the field "Relationship Type", where you can set the relationship type of an account to Customer, Prospect but also to Supplier, Vender and others.
It should be obvious to all that not all kind of accounts are relevant or permitted to all users. So is it just me or why is there no way to limit a users access to search, filter and see details of accounts and even to prevent seeing data using Advanced find, based on a combination of i.e. the Relationship Type and a Security Role?
I feel forced to create new business units just for this purpose. That seems a bid stupid.
Has anyone found the way?
Have Microsoft plans for this?