Entity ownership in crm 2011

Today’s topic is Entities Ownership.

In CRM 2011, when we create a new custom entity we can define the “Ownership” by choosing “Ownership” option at the time of entity creation.

We can observe two options available over there as “Organization” & “User or a Team”. We will find the what is the difference between these two options.

Organization owned entity

• Records of “Organization owned entity” can be viewed / accessed by the whole organization
• Records cannot be shared or Assigned
• The security roles for organization-owned entities have only two access levels: None and Organization

User or a Team owned entity

• Records of “User or a Team owned entity” can be limited to users or teams, so that we can restrict data access only to authorized users
• The user-owned or team-owned entities have all five access levels: None, User level, Business unit level, Parent: Child Business unit level, Organization

Hope this helps! 🙂