Microsoft Dynamics CRM/365 Entity Ownership

Entity Ownership

  • In Dynamics 365, most of the entities (including custom entities) are owned by the organization, by a user, or a team.
  • The type of ownership determines some of the operations that can be performed on a record.
  • Ownership for an entity is defined in the metadata property OwnershipType.
  • For Organization type entity records, we can’t see Assign button or Share button.

 

Entity Ownership Types

Ownership Type  Description
Organization Owned Contains data involving something that belongs to or that can be viewed by the whole organization. Organization-owned entities cannot be assigned or shared. For example, products are owned by the organization. These entities have an attribute named organizationid.
Business Owned Entities that belong to a business unit. These entities have an attribute named owningbusinessunit.
User or Team Owned Assigned to a user or to a team. These entities contain data that relates to customers, such as accounts or contacts. Security can be defined according to the business unit for the user or team. These entities have attributes named owningteam and owninguser.
None These entities are not owned by another entity.

Organization Owned VS User/ Team Owned

Organization Owned User/Team Owned
Contains data involving something that belongs to or that can be viewed by the whole organization. Data involved can be accessed or viewed as per the security access of user or team owning that record.
Organization-owned entities cannot be assigned or shared. Can be Assigned to a user or to a team.
These entities have an attribute named organizationid. These entities have attributes named owningteam and owninguser.
User can have either Full or None access on Organization Owned Entity records. User can have None, User Level, Business Unit level, Parent child business unit level or Organization level access on such entity records.

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