Hi,
We are currently setting up the Dynamics 365 CRM portal. One problem we are having is restricting what portal users can see primarily relating to the Service section.
What I am hoping to achieve is essentially 2 levels of permissions relating to accounts.
Lets say I have 2 users Joe and Bob. Joe and bob work for the same Account Contoso' Joe is a supervisor and bob a lowly minion.
I want to allow them both to be able to submit and view cases however I want Joe to be able to see all support cases for Contoso but bob to only be able to see the ones he is listed as a 'contact' on eg he submitted them.
Is this possible and how would I go about doing it?







