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Dynamics 365 sales in multi-company environment

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Posted on by Community Member

Hi,

We are quite new to Dynamics 365. Right now our goal is to try it out as a CRM in our company. However, our company is in fact a group of two core companies and few satellite ones. Each company has it's own Tax ID, budget, products and client base (however few products and clients are common to both core companies).

What we would like to achieve is to keep all of our lead/opportunity/sales data in Dynamics and being able to differentiate between companies that this lead/opportunity/sale belong to.

Now, for the questions:

Is there a possibility to achieve such multi-company structure in Dynamics 365?
If yes, can this be achieved in one Dynamics instance (for example by something like picking the "owner" company on the lead entity), or do we have to set up separate instance for each company?

I would appreciate any help on this matter. The more detailed, the better :)

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David Jennaway 14,065 on at

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You can implement a multi-company structure in one CRM organisation. The main approach is to create a separate Business Unit for each of your companies, and to ensure each user is added to the appropriate Business Unit. Most record types (e.g. lead, opportunity, account) will be owned by a user, and hence owned by the Business Unit they belong to.

User permissions can be granted at the organisation level (so they can do the action on all records), parent-child (all records belonging to their business unit or any child business units), business unit (all records belonging to their business unit but not those of any child business units), or user-level (only records that user owns).

There are some exceptions to this. Product is an organisation-owned entity, which means the products are available throughout the organisation, and cannot be restricted by business unit

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