We set up our company as the parent business unit and had
all of our territories set up as sub business units so
that the regional sales people would have access to only
the accounts in their business unit.

The problem I am having is that when a sales person
creates an email and selects to send to another user,
only the users in his business unit are accessible to
email to - which is nobody else.

I tried setting up a team to see if they could access the
user then, but no success here.

Any ideas?
MaryBeth

Re: Access to email other users in other business units in CRM by GreaterThanTwo

GreaterThanTwo
Fri Feb 27 10:50:26 CST 2004

Hi MaryBeth, you need to configure your security roles properly. Make sure
that your users have Organization Read rights to system user data.

Mike

greaterthantwo media
Printable Quotes, Orders and Invoices, with line-item details, now available
for MSCRM.
http://www.greaterthantwo.com


"MaryBeth" <marrob@rlws.com> wrote in message
news:332c01c3fd38$edd808e0$a301280a@phx.gbl...
> We set up our company as the parent business unit and had
> all of our territories set up as sub business units so
> that the regional sales people would have access to only
> the accounts in their business unit.
>
> The problem I am having is that when a sales person
> creates an email and selects to send to another user,
> only the users in his business unit are accessible to
> email to - which is nobody else.
>
> I tried setting up a team to see if they could access the
> user then, but no success here.
>
> Any ideas?
> MaryBeth



Re: Access to email other users in other business units in CRM by anonymous

anonymous
Fri Feb 27 17:00:06 CST 2004

You might also check out a cool add-on called Email Link
from c360.com.

>-----Original Message-----
>Hi MaryBeth, you need to configure your security roles
properly. Make sure
>that your users have Organization Read rights to system
user data.
>
>Mike
>
>greaterthantwo media
>Printable Quotes, Orders and Invoices, with line-item
details, now available
>for MSCRM.
>http://www.greaterthantwo.com
>
>
>"MaryBeth" <marrob@rlws.com> wrote in message
>news:332c01c3fd38$edd808e0$a301280a@phx.gbl...
>> We set up our company as the parent business unit and
had
>> all of our territories set up as sub business units so
>> that the regional sales people would have access to
only
>> the accounts in their business unit.
>>
>> The problem I am having is that when a sales person
>> creates an email and selects to send to another user,
>> only the users in his business unit are accessible to
>> email to - which is nobody else.
>>
>> I tried setting up a team to see if they could access
the
>> user then, but no success here.
>>
>> Any ideas?
>> MaryBeth
>
>
>.
>

Re: Access to email other users in other business units in CRM by GreaterThanTwo

GreaterThanTwo
Fri Feb 27 17:44:27 CST 2004

I don't think that product addresses the issue they're having.

Mike


<anonymous@discussions.microsoft.com> wrote in message
news:363501c3fd85$71325eb0$a401280a@phx.gbl...
> You might also check out a cool add-on called Email Link
> from c360.com.
>
> >-----Original Message-----
> >Hi MaryBeth, you need to configure your security roles
> properly. Make sure
> >that your users have Organization Read rights to system
> user data.
> >
> >Mike
> >
> >greaterthantwo media
> >Printable Quotes, Orders and Invoices, with line-item
> details, now available
> >for MSCRM.
> >http://www.greaterthantwo.com
> >
> >
> >"MaryBeth" <marrob@rlws.com> wrote in message
> >news:332c01c3fd38$edd808e0$a301280a@phx.gbl...
> >> We set up our company as the parent business unit and
> had
> >> all of our territories set up as sub business units so
> >> that the regional sales people would have access to
> only
> >> the accounts in their business unit.
> >>
> >> The problem I am having is that when a sales person
> >> creates an email and selects to send to another user,
> >> only the users in his business unit are accessible to
> >> email to - which is nobody else.
> >>
> >> I tried setting up a team to see if they could access
> the
> >> user then, but no success here.
> >>
> >> Any ideas?
> >> MaryBeth
> >
> >
> >.
> >