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Business units and Teams 1 Business Unit with many teams or some Business Units and many teams? RRS feed

  • Question

  • Hi,

    in working out our organisations structure when it comes to using CRM, one of the most important things to management is security over who can see what information (within teams etc) so I was wanting to know how others set this up..

     

    Should I have several Business units with many teams...as follows

     

    Company (Business Unit)- Parent BU

    Corporate Services (Business Unit) > Customer Services (Team) > Data Input Officers (Team) etc etc

    National Operations (Business Unit) > Senior Advisors (Team) > Training Advisors (Team) etc etc

     

    Or just 1 Business Unit with all the rest as teams?

     

    Cheers and regards

    Rossco

    Monday, November 3, 2008 8:08 AM

Answers

  • Generally, the purpose of Business Units is to restrict the ability for users to see records in only their business units.  If CRM users need access to all the records in CRM, then it is better to create just one BU and put all the users in it.  Creating Teams is generally used to share records with people who normally can't see the records of users in various BU's.  Placing people in teams allows users to share their records with the team.

     

    Here is a good video on Security that may help shed some light on how you want to setup security.  Keep in mind, that if you do not need to restrict data access, then it is easier to build just one Business Unit and allow everyone to see the CRM data.  This increases productivity and simplifys the use of CRM for the user.

     

    Good Luck

     

    channel9.msdn.com/posts/jodonnell/Microsoft-Dynamics-CRM-40-Security-with-John-ODonnell/

     

    Monday, November 3, 2008 11:55 AM

All replies

  • Rossco,

     

    It's Ok, just bear in mind that each user can only belongs to 1 business unit, and can belong to many teams.

     

     

    Jim

    Monday, November 3, 2008 11:48 AM
    Moderator
  • Generally, the purpose of Business Units is to restrict the ability for users to see records in only their business units.  If CRM users need access to all the records in CRM, then it is better to create just one BU and put all the users in it.  Creating Teams is generally used to share records with people who normally can't see the records of users in various BU's.  Placing people in teams allows users to share their records with the team.

     

    Here is a good video on Security that may help shed some light on how you want to setup security.  Keep in mind, that if you do not need to restrict data access, then it is easier to build just one Business Unit and allow everyone to see the CRM data.  This increases productivity and simplifys the use of CRM for the user.

     

    Good Luck

     

    channel9.msdn.com/posts/jodonnell/Microsoft-Dynamics-CRM-40-Security-with-John-ODonnell/

     

    Monday, November 3, 2008 11:55 AM
  • Brilliant Donna!

     

    thanks very much

    kind regards

    Rossco

    Tuesday, November 4, 2008 1:14 AM
  • You are very welcome, I am glad it helped.

     

    Tuesday, November 4, 2008 1:30 PM