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Adding Business Units RRS feed

  • Question

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    Does anyone have any CLEAR instructions on how to add business units in CRM 3.0 and give the business units access to their own databases in SQL 2005.  I´ve been all over the internet!!!  Microsoft and the technet site have found a way to mention everything under the sun but seem to have forgotten the "how to" in order to get it done.  Any help is greatly appreciated.  Very frustrated!!
    Friday, September 7, 2007 11:08 AM

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  • Hi,

    MS CRM have only one database for data of MS CRM. You can define as many BU as you want but they will all target same database. The difference is in access to data. You can control that using Roles in each BU. You may allow users of one BU to access data of users of other BU or opposite.

     

    Check out following URL for details;

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

     

    Friday, September 7, 2007 11:30 AM
    Moderator
  • Wiley,

     

    Open your CRM 3.0

    Click to Settings >Here you will find Setting / Customization on left panel, Click on Settings>

    Then  Click on Business Unit Settings >

    Find Business Units and click on it > There will be one "New" image button, Click on that>

    New Business Unit form will appear Enter your business unit name in "Name" and followed by remaining details.>

    Press Save and Close button.

     

    I think this will help you?



    Manish







    Wednesday, September 12, 2007 11:02 AM