Does the solution meet the goal?

A university has implemented Dynamic 365 Sales. Several department use opportunity records to bid for funding for project within their departments.

Each department’s opportunities are not visible to other departments. However, there are times two departments needs to work together on an opportunity.

You need to configure the security to meet the business requirements.

Solution: Use position hierarchy security and define the two departments as positions.

Does the solution meet the goal?
A . Yes
B . No

View Answer

Answer: A

Explanation:

Two security models can be used for hierarchies, the Manager hierarchy and the Position hierarchy. The Position hierarchy allows data access across business units. If you are a financial organization, you may prefer the Manager hierarchy model, to prevent managers’ accessing data outside of their business units. However, if you are a part of a customer service organization and want the managers to access service cases handled in different business units, the Position hierarchy may work better for you.

Note: The hierarchy security model is an extension to the existing security models that use business units, security roles, sharing, and teams. It can be used in conjunction with all other existing security models. The hierarchy security offers a more granular access to records for an organization and helps to bring the maintenance costs down.

Reference: https://docs.microsoft.com/en-us/power-platform/admin/hierarchy-security