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How to divide the business unit in crm4.0 RRS feed

  • Question

  • Hi All,

    I need information on how to divide the business unit in CRM4.0

     

    Please share me your valuable information on this.


    Thanks & Regards, Sudhakar
    Wednesday, December 1, 2010 7:08 PM

Answers

All replies

  • Hi Sudhaker,

    Have a look at this link, it contains good information on the consideration of setting up Business Units and security.

    http://www.microsoft.com/dynamics/crm/using/configure/businessunitsandsecurity.mspx


    Eric UNG [Senior Analyst Programmer :: Sydney, Australia]
    Wednesday, December 1, 2010 9:25 PM
  • Basically CRM does not support multiple organizations. So you have one organization. The  three primary entities in the organization are : users, teams and business units. Now the buiness units defines the concept of all kinds of Access.

    Example your org had 3 business units : HR, Finance, Revenue. And HR has 2 divisions: Payroll and Personnel.

    So now you have 5 business units. Basically  Payroll and Personnel are the child business units of parent business unit HR.

    Read more at: http://msdn.microsoft.com/en-us/library/aa476320.aspx


    RajeM
    Wednesday, December 1, 2010 9:38 PM
  • On the contrary, the "Enterprise" edition of CRM On-Premise does support multiple organizations.  However, each organization can be thought of as an isolated instance of the CRM platform, each with their own unique customizations and records.  Connecting data between organizations and synchronizing customizations can be somewhat difficult, but not impossible.
    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Wednesday, December 1, 2010 10:01 PM
    Moderator