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Can you link Products to Business Units? RRS feed

  • Question

  • Hi

    Can you link a Product(s) to a business unit?

    I can only see users being linked to BU's.

    I want to link products so users can only see products that they have
    security rights to see.

    The scenario is;

    - All salespeople sell all products

    - but Mgrs are split by products, so I only want them to see Opportunities for products they are allowed to see.

    Michael

    Monday, January 28, 2013 9:03 PM

Answers

  • Yes there is no builtin relationship but you can create a custom relationship.

    You need to think about few things.

    • If a product can be linked to multiple Business Unit and a Business Unit can be linked to multiple products then you need N:N reltionship and the system won't let you do it.
    • You can create a 1:N relationship between Business Unit and product. It will let you create lookup on product entity.
    • This one is important. Product is organization owned entity. So does not matter what you can stop few users to read them.  What it is means is every user can read the product or no one can.

    Anyway what you are trying will be very hard to manage using BUs. It would have work if the slaes manager and its sales people sit in the same BU. Thats why there is a relatioship between users and BUs.

    I would say create a relationship between user and prosuct to capture manager on the product. when a opportunity is created or product is added to the an opportunity share that opportunity to the manager assigned on the product. You can write a plugin for that.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    Monday, January 28, 2013 10:59 PM