More help desiding Business Units

• 11-03-2008 1:10 AM

  Mariano Minoli Joined on 11-03-2008 Posts 7

  More help desiding Business Units Reply Contact Hi all,  We are deciding our Business Units for a new company implementation, we have read the document http://www.microsoft.com/dynamics/crm/using/configure/businessunitsandsecurity.mspx but we want to hear more voices from the expertise.  We have 3 departments, but our company is very small.   Shall we keep just 1 OU? The main one. What do you think?   Thanks in advance.

  Tags: CRM Business Units

• 11-03-2008 4:34 AM

  In reply to

  Aly Joined on 07-15-2008 UK Posts 100

  Re: More help desiding Business Units Reply Contact Hi Mariano Really depends if you want to segregate your data, if the cpomapny is small and you dont mind everyone seeing all the data then just create security roiles off the main business unit. If you want to restrict the users from seeing information in the system then create a level of business units with security at each level and allocate roles accordingly. Hopethis helps Alistair   www.crmdeplyment.co.uk Your Business, Your Customers, Your Way CRM: It’s a successful business methodology, powered by smart technology http://alistairdickinson.blogspot.com

• 11-03-2008 10:09 AM

  In reply to

  Mariano Minoli Joined on 11-03-2008 Posts 7	Re: More help desiding Business Units Reply Contact Hi Aly, Thank you for your response. It's clear now.

• 11-03-2008 3:34 PM

  In reply to

  Leon Tribe Joined on 03-25-2008 Posts 59	Re: More help desiding Business Units Reply Contact It also depends on whether you will be running reports based on a user's department. As a general rule I create the structure as it saves messing around later on. Leon Tribe
  	Tags: CRM 4.0, Business Units, CRM, CRM 3, CRM 3.0, dynamics, CRM 4, crm 30, 4.0