Implementing Microsoft Dynamics 365 Customer Engagement

Positions

A position lets us define the hierarchy of a position based on organizational requirements. For example, we can see in the following screenshot that we have a sales position hierarchy where the Salesperson position comes under Sales Manager, and the Sales Manager position comes under the Sales VP position:

If we want to use the position hierarchy, we need to first define the position, and then we can provide access to data based on the position using the position hierarchy.