You have a Dynamics CRM organization that has two business units named Sales and Marketing.
A user moves from the Sales business unit to the Marketing business unit As a result the user can no longer access CRM.
You need to ensure that the user can access CRM.
What should you do?
You have four sales managers. Each sates manager is located in a different business unit and is assigned the Sales Manager security role. The sales managers have access to the records of every sales user in their respective business unit and the subordinate business units.
You need to recommend a solution to provide the sales managers with access to all of the records created by the sales users across all of the business units. The solution must prevent access to the case records.
What should you include in the recommendation?