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    How to create the following in MS CRM 2011.

    My Organizaion Name, Branch Names under the Organization and each Employee and User Names under the Branch.

    Thanks in advance

    Prasad SJ

    Thursday, September 13, 2012 11:06 PM

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    Hi,

    For you scenario you can use built-in account and contact entities. You don't need any new entity. You may have to change display name of built-in entities or change their relationship display names.

    For Organization --> Account

    For Branch --> Sub-Account

    For Employee --> Contacts (already linked to an account or sub account)

    For User Name --> Create another relationship between Account and Contact entity and name it as Branch Users. That's it.

    Can you please explain what do you mean User under a Branch? If they are CRM users then:

    For User Name --> Create another relationship between Account and User entity and name it as Branch Users.

    I hope its helpful.

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful" Thanks, Imran Abbasi

    Friday, September 14, 2012 12:01 AM
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    Hi,

    Keep all the Organizations has - Business Units.

    Branch has - Territories.

    Each Employee - Users.

    You can add the users both in Business Units and Territories.

    You can also create parent child business units and you can also restrict the user access/privileges based on the business units.

    All the customers of that organization add under the Accounts and Contacts.

    Accounts contains - Company Information.

    Contact Contains - Indivudual Information.

    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    Friday, September 14, 2012 5:20 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    For you scenario you can use built-in account and contact entities. You don't need any new entity. You may have to change display name of built-in entities or change their relationship display names.

    For Organization --> Account

    For Branch --> Sub-Account

    For Employee --> Contacts (already linked to an account or sub account)

    For User Name --> Create another relationship between Account and Contact entity and name it as Branch Users. That's it.

    Can you please explain what do you mean User under a Branch? If they are CRM users then:

    For User Name --> Create another relationship between Account and User entity and name it as Branch Users.

    I hope its helpful.

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful" Thanks, Imran Abbasi

    Friday, September 14, 2012 12:01 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    Keep all the Organizations has - Business Units.

    Branch has - Territories.

    Each Employee - Users.

    You can add the users both in Business Units and Territories.

    You can also create parent child business units and you can also restrict the user access/privileges based on the business units.

    All the customers of that organization add under the Accounts and Contacts.

    Accounts contains - Company Information.

    Contact Contains - Indivudual Information.

    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    Friday, September 14, 2012 5:20 AM