Hi CRM Support
I would like to seek your expert advice regarding the custom entity we have made for our required process.
We have created custom entity for budget and reimbursement process. Finance users have full access on this entity, while am and ps users should only see the records tagged on their names. On the entity form, we have account manager field for am and product specialist field for ps. If their names are mapped on the fields they should be able to view the records. Now, i would like to know what will be the best way to do the record restriction.. I know sharing is one of the features of dynamics CRM but, i can also see that sharing slows down the performance of the system.
Please help on how i am going to do it on a better way aside from sharing the records.
Thank you for any support and replies.
Best regards,
Honey Dulatre
