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50Hello,
We have multiple businesses (unrelated, completely different businesses) that use the same Dynamics CRM system. Ideally, we would have a separate instance of CRM for each business, however that is not an option. Instead, we are using one single CRM instance and have Business Units for Company 1, Company 2, and Company 3. Each BU/Company has it's own Model-Driven App to access CRM.
Issues we are running into:
1. Account & Contact Records - How would you approach creating & managing records? If we have one Account record that is used by all BUs, but how would we share that same record with other Business Units? I've seen suggestions such as Sharing records, using Connections, or using Teams.
On the other hand, we could have a unique Account record for each Company/Business Unit record. Could you please share suggestions on which approach is better, Pros/Cons?
2. Activities - If we decide to do one Account record across all business units, can we separate Activities based on Business Units? It would be great to have one Form for BU 1/Company 1, another for BU 2/Company 2, and lastly another for BU 3/ Company 3, each with only the Activities associated with their Business Unit. How can this be accomplished?
Thanks!
Adil
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