Manager Hierarchy Settings in Dynamics 365 CE


This article explains how to configure Manager Hierarchy settings in Dynamics 365 CE. It provides a scenario and step-by-step instructions on how to set up the hierarchy to limit and show managers the intended data. The article also mentions that the Read privileges on the intended entity must be set to "User" level for the hierarchy settings to work correctly. It explains how to enable the Manager Hierarchy Model, set the depth of access for managers, and assign managers to users in the Power Platform Admin Center. The article concludes by explaining how the records will be visible to users in the hierarchy based on the configured settings.


Article 16m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time