Segmenting Dynamics functionality

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Posted on by CU08112120-0

Hi Everyone,

I would like to split the dynamics 365 functionality between internal staff work groups e.g. Group 1 accesses Marketing, events, sales, field services relevant to their particular service group, Group 2 sees maybe only Customer Service and events data and workflows specific to them. From my research there seems to be a couple of options

1. Create Portals for internal use only

2. Configure settings for different security user groups

Basically the aim is to create mini Dynamics for each group, sharing the key master data, with the same functional capabilities but configured specifically for the group.

My question is, which one of the 2 options is the best to use? I jus want to save time trialing it out myself if anyone has experienced this.

Thank you

Gary

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Microsoft Dynamics CRM

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Amit Katariya007 10,409 Moderator on at

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Use different forms for each groups. And use morden business units.

We are handling Sales, service and marketing in a single tenant with this basic things.

It is always effective when security is maintained at each level which includes Roles base, record based and field level.

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