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Hello,
We are working on a project where company wants to use Dynamics CRM as a master customer database.
Company consists of 3 different business units and they have same customers and different customers (Accounts).
Every business unit have their own Account Managers and for some of their customers (Accounts) there is an Account Manager from every Business Unit.
Any ideas how we should manage the ownership of the records (as we know crm records can only have one owner)?
Options we have considered:
- Ownership of the records are assigned to an ownership team that consists of crm administrators from the business units (3 pcs)
- 3 different lookup fields from Account form to crm users
- Then we should fix the views according to these (My Accounts, ..)
Any tips or ideas what we should consider or how we should build the CRM environment according to this particular case are more than welcome.
Thank you in advance.
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Hi JP
I have done it the later way when this requirement comes up, Having a lookup for each BU and that being the filter criteria on the view, The other consideration (if there is no integration to backend systems) would be to have 3 accounts - I per BU but I prefer the one account with lookups as I have used it and works in a live setting
One other approach that I had mapped out was to have a Main Account and then have 3 separate accounts for each BU which are children of the Main Account
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