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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Q&A

Q. Why can’t I assign a record to a team?

A. Before a team can be assigned a record, it must have a Security role.

Q. One of my users has been promoted, and I now need give him more access through his security role. What do I need to do?

A. Open the user’s record, and in the left navigation pane, click Roles. In the toolbar, click Manage Roles and choose the appropriate security role for the user. Remember that a user might have more than one security role.

Q. I moved a user to a different business unit, and now she can’t log in to the system. What did I do wrong?

A. When a user changes from one business unit to another, his or her security roles are automatically removed. This happens so you can explicitly select the appropriate role to ...

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