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Real-World Scenario: Sales Managers Must See All Team Opportunities, But Sales Representatives Should Only See Their Own. How Would You Design Security?

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A common design would be:

  • Create Sales Representative Security Role with User-level access.
  • Create Sales Manager Security Role with Business Unit-level access.
  • Organize users into appropriate Business Units.
  • Assign security roles according to responsibilities.

Result:

  • Representatives see only their own opportunities.
  • Managers see opportunities owned by everyone in their Business Unit.

This approach follows Microsoft security best practices and scales well in enterprise environments.