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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Setup
Microsoft Dynamics CRM (Archived)

CRM Setup

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Posted on by LBA 175

How can we achieve data segregation if we implement crm for group of companies in same instance ?

*This post is locked for comments

  • PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: CRM Setup

    kindly "mark as answer" if post helped you.

    Regards,

    Pranav

  • LBA Profile Picture
    LBA 175 on at
    RE: CRM Setup

    I am using Online CRM.

    I am planning to implement both the approaches, BU approach to be able to view data as per the user setup and custom field for integration and data export.

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: CRM Setup

    Hi LBA,

    If you have multiple business units then this approach will work, because CRM assigns every record with a business unit id of which this record is part of. However if you have flat hierarchy then a custom field approach will work better. Just place a custom lookup field on records.

    You are using onPremise or Online CRM?

    Regards,

    Pranav

  • LBA Profile Picture
    LBA 175 on at
    RE: CRM Setup

    Can you please elaborate on the apporach using Business unit ID

  • Verified answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: CRM Setup

    you can certainly do that using Business Unit ID, or you can introduce new few field at a record level "country" which will allow you to identify which org/country/region this records belong to. I have implemented this approach in multiple projects.

  • LBA Profile Picture
    LBA 175 on at
    RE: CRM Setup

    I am looking for segregation while importing or exporting data or integrating with other applications

    For eg: I want to integrate data only for one company

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: CRM Setup

    Hi LBA, single org in CRM will have one database if you want a logical segregation then you can create Business Units within that ORG, however data will still reside in same DB.

    Now another way of doing this will be to have different orgs for data segregation. This approach will have a downside if you wana consume shared master data or need to have consolidated reporting.

    Regards

    Pranav

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