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5We want to set up Dynamics 365 Sales for an international sales organization. It is organized by Sales Regions. Some Sales Regions have Sub-Clusters. Legally the company does not must separate data.
They have VP Global Sales, Regional Sales Heads, Sales Reps, reporting in a straight line (Sales Rep > Regional Sales Head > VP Sales). Additionally, there are some global positions, like Product Managers, Technical Mangers, Business Development Managers.
They have VP Global Sales, Regional Sales Heads, Sales Reps, reporting in a straight line (Sales Rep > Regional Sales Head > VP Sales). Additionally, there are some global positions, like Product Managers, Technical Mangers, Business Development Managers.
Account Owners must have a 365-view of their owned accounts, contacts, leads. Certain fields (e.g. price information) must only be visible to the owner/creator and its managers.
They also have Key Account Management with local key accounts in several Sales Regions. They must roll up to Global Key Accounts. Local Key Account Managers must have full visibility of the Global Key Account their local KA belongs to. Apart from that, almost every user will have org-wide (read, write) permissions. It is meant to be an open, collaborative setup.
Question: Would you set it up with a single or multiple BU and why? Would you recommend Manager or Position Hierarchy?
Any advice, recommendation, or comment is much appriacted.
Thanks
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