Global. This access level gives a user access to all records within the organization, regardless of the business unit hierarchical level to which the instance or the user belongs. Users who have Global access automatically have Deep, Local, and Basic access, also.

Because this access level gives access to information throughout the organization, it should be restricted to match the organization's data security plan. This level of access is usually reserved for managers with authority over the organization.

The Microsoft Dynamics CRM application refers to this access level as Organization.

Deep. This access level gives a user access to records in the user's business unit and all business units subordinate to the user's business unit.

Users who have Deep access automatically have Local and Basic access, also.

Because this access level gives access to information throughout the business unit and subordinate business units, it should be restricted to match the organization's data security plan. This level of access is usually reserved for managers with authority over the business units.

The Microsoft Dynamics CRM application refers to this access level as Parent: Child Business Units.

Local. This access level gives a user access to records in the user's business unit.

Users who have Local access automatically have Basic access, also.

Because this access level gives access to information throughout the business unit, it should be restricted to match the organization's data security plan. This level of access is usually reserved for managers with authority over the business unit.

The Microsoft Dynamics CRM application refers to this access level as Business Unit.

Basic.

This access level gives a user access to records he or she owns, objects that are shared with the user, and objects that are shared with a team of which the user is a member.

This is the typical level of access for sales and service representatives.

The Microsoft Dynamics CRM application refers to this access level as User.

None. No access is allowed.