web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Multicompany, Shared Customers, Shared Users, Shared Teams, single customer view, bundled products

(0) ShareShare
ReportReport
Posted on by 20

I have a challenge arriving at the best approach for designing our CRM.

Our company is a group of 5 subsidiaries with different products. One Customer can exist accross more than one subsidiary, there are also different customer categories (Individual, joint, corporate), (Minor, Adult), (Household, Single client) and segmentations (retail, high net-worth, etc) and one customer can end up I'm separate segments I'm different subsidiaries depending on their net-worth.

1. How can I setup my CRM to create a customer once and map to different subsidiaries, products, segments, customer type? All the subsidiaries have common client data requirements like Name, next of kin, KYC, while some sunsidiaries have other specific data requirements such as beneficiary details, etc in addition to the common data.

2. How can I create a 360 degree view of a customer that owns accounts in more than one subsidiary in one dashboard so that management, sales and marketing teams can view the holdings of the customer accross the different subsidiaries in one view?

3. How can I report data of one subsidiary independently of other subsidiaries? Such as number of customers per subsidiary, number of products purchased per subsidiary, number of individual accounts per subsidiary, segments by subsidiary, etc

4. How can I visualise the customer journey to display the channel of acquisition of the client and the point of acquisition in another subsidiary?

5. How do I manage the account onboarding process for the customer when they are buying new product from another subsidiary?

6. In some cases, we want to encourage customers to have products in more than one subsidiary, so we create a product bundle as a single product but containing products from more than one subsidiary. How can we handle this type of product bundling, considering the customer has to go through the specific onboarding process of the subsidiaries whose product is represented in the bundle?

7. How can we manage user security roles in this kind of setup? Some of the users and teams work accross more than one subsidiary.

I will appreciate answers with as much details as possible.

I have the same question (0)
  • Thijs van der Klei Profile Picture
    780 on at

    Hi Ladey,

    I would advise you to hire a qualified CRM consultant to help you.

    dynamics.microsoft.com/.../

    Success with your customizations.

    Kind regards,

    Thijs van der Klei

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 33 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans