Position Hierarchy Settings in Dynamics 365 CE
This article explains how to configure Position Hierarchy settings in Dynamics 365 CE. It provides a scenario where different users have different levels of access to records based on their positions in the organization. The article walks through the steps to configure the hierarchy settings, including enabling the position hierarchy model, defining the depth of the hierarchy, creating positions in the hierarchy, and assigning positions to users. It also explains how the records will be visible to users based on the hierarchy settings. The article concludes with a list of related Power Automate posts.
Article 16m
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