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can we customize the microsoft dynamics crm for multiple organization just by adding a entity to the database RRS feed

  • Question

  • hi

    can we customize the microsoft dynamics crm in hosted environment ?

    can we just by defining an entity can we group the organizations without using multi-tenancy

    Tuesday, September 6, 2011 5:45 PM

Answers

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  • Depending on how separate the data you like - I would check out the combination of business units/owners/security roles.  Maybe good enough and have the business unit/owner define the different organziations vs multi-tenant.
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    Tuesday, September 6, 2011 5:58 PM
    Moderator
  • thanks for the answer

    i didn't get wat you explained, let me explain my requirement

    i have 4 websites running i want to add these 4 websites microsoft dynamics crm, the solution i found is we can use microsoft dynamics crm enterprise edition using multi-tenancy.

    is there any way to maintain multiple organizations without going for enterprise edition, like just by adding a field to my database which distinguishes the 4 organizations something like that......any help is appreciated. 


    • Edited by khassss Tuesday, September 6, 2011 6:10 PM forgot to specify the type
    Tuesday, September 6, 2011 6:09 PM
  • Hi,

    Yes you can manage multiple organizations via Business Units for example you have Company A, Company B, Company C and Company D. In CRM you can create all companies as business unit although they must have a one parent business unit i.e. Company Group. By implementing companies as business units you can configure the data security business unit wise i.e. Company A can see only their contacts, accounts, leads,s ecurity roles etc but you should also consider the limitaiton in this scenerio, few of them are:

    1. Customization will be same for companies (if you will add fields on Account form then it will be visible to all companies)

    2. Organizaiton based Ownership entities data will shared across all business units (there is no bsuiness unit level security available for Orgaqnization based ownership entities) i.e. Product etc

    You may also refer: http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/businessunitsandsecurity.aspx

    http://www.pedroinnecco.com/2011/05/dynamics-crm-stepping-into-organisation-management/


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Tuesday, September 6, 2011 7:07 PM
    • Marked as answer by khassss Tuesday, September 6, 2011 8:52 PM
    Tuesday, September 6, 2011 7:07 PM