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We have been using AX2012 past 3 years and now moving onto cloud version of D365, along with this we will implement Dynamics 365 CRM for the first time. I have couple of questions,a) Currently, We are group of companies having 30+ companies (entities) spread in different countries managed in AX2012, now with the introduction of D365 CRM which will manage entire Customer and Contacts details into one single CRM. My question is, how do we manage entity wise Customer/Contacts in D365 CRM.b) what are the default integration available between D365 CRM and FINOP (F&O).
thanks,appreciate your feedback,
Your Feedback will be highly appreciated. thanks
Hi Ashwin, best approach would be design your companies with reference to Countries where they are located as vertical and internal department as horizontal in the form of business units and teams respectively.
For example Create all 31 business units same as your entity's countries like Australia, India, Singapore, United States of America and so on, keep all respective crm users under the right business unit and assign all crm contact and accounts to the owner based on the regional ownership.
Let me know it it does make sense to you.
**As I am sending it from mobile please ignore any typos**
Thank you very much Megh for your suggestion, we have users who are working at the group level and can bring the business for any entity, they are not bound to a single entity. I thought if there is a functionality available which we can make use of it. Only alternative left with us is customization. thanks again.
Doesn't matter where user works, if they serve globally then make them part of root business unit and configure your security roles according to give them access from top level.
I don't think you need to do much of customization to meet your requirements however if you feel you have complex setup and can't be deal using security configuration then feel free to customize the system.
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