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We have a situation where we need to add the functionality of Company A into the 2016 CRM system of company B.
Company A is using CRM 2015 and Company B is using 2016.
Company B has its departments as Business units and same as A.
Since Company B acquired company A it means Company A will make use of some of Company B departments such as finances. But Company A does have some of its own departments.
I was thinking of using a Business Unit approach where company A and B falls under one root business unit.
But Since company A will be sharing some departments with B then it makes it difficult to think it through.
Another method was to have Company A on the same CRM Instance(On-premises) with Company B. Meaning One instance Two organizations.
Also is there any possibility I can move from 2015 to 2016 without having to customize from scratch?
I will appreciate your input.
First : dealing with moving you security roles from 2015 to 2016 or online that can be very tricky. As you know each version may have new system entities and because of that the security roles must be setup correctly. I find that it much easy to make a copy form an existing security role on the new version. Then make your changes to the security role as needed. This will save you a lot of headache.
Second: You can have your 2 business units in the same instance. Then create teams then add the teams to your business units.
Remember to keep it simple.
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