By default the CRM offers "views" to display data in form of tables. The "views" are differentiated by their particular ownerships:
The „TeamBasedViews“ AddOn allows flexible assignment of which user is permitted to view which system views. This access definition is set at team level. E.g., a CRM user has access only to those views that are intended for his/her team.
If analyses are used by means of „views“ in larger, international organizations, then this causes the user to receive more information than required. I.e., instead of an information overview, an information overload occurs. In a worst-case scenario, information that was never intended for general use is made available. A restriction of the displayed data is therefore desired for reasons of improved user-friendliness and data security, in particular when accessing dashboards and reports.
AddOn TeamBasedViews optimizes CRM as follows:
The rights of all users are revoked by default. Next, the rights for each team / group are assigned, which allow access to defined "views". The deployed right system is additive. This means that a user who is granted a right in a group, will retain this right even if s/he is a member of a different group, which does not possess the same right. To ensure access for administrators at any time, the rights of the users with the security role / profile of a "System Admin" or "System Customizer" will not be restricted by definition.
Always the adapted AddOn version!
The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.
|Server license < 51 User||1900 CHF|
|Server license < 101 User||2850 CHF|
|Server license < 201 User||3800 CHF|
Annual Software Assurance is 18% of the license price
In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.
|Date of publication||25.02.2015|
|Language *||DE / EN|
* Additional languages can be provided on request