Custom Position Hierarchy in CRM 2015

To achieve the same security model that was implemented using Manager Hierarchy earlier


in Custom Position Hierarchy we need to follow these steps.

To create Custom Position Hierarchy

  • Open Settings à Security à Hierarchy Security
  • Select Custom Position Hierarchy à Configure (Set Hierarchy Depth as 2)

  • Create a new position record “position 1” and add a user to it “Ceo”

  • Similarly create Position 2 and Position 3 record add “Manager A” and “First Name”

The Hierarchy à

Record created by user at position 3 is read only for the CEO user at Position 1 and editable for Manager User in Position 2 as we have set the depth as 2.

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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