Our Company is planning to add International Partners soon. How can we limit access to CRM database records to Partner Users? (i.e. They should only be able to see Leads, Accounts, Contacts, Opportunities, Activities etc. pertaining to their sphere onf influence).
First thought was to create System Views that limit the scope of the records. But how can I restrict their access to only these system views? Can I assign views to Teams ? If so, how ?
Security Roles in CRM allow you to configure which entities will be available to the end users. You can create new Security Role, assign only needed permission to this role, and add only this role to Partner Users acccounts.
refer to this microsoft article about security roles http://msdn.microsoft.com/en-us/library/gg334717.aspx