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Hi All,
Our business has purchased a smaller business, and we want to put them on our CRM. We want user from Business A to only see Business A customers/orders etc., and Business B to only see their on stuff respectively.
When i got to create a new "Main" form in any entity (orders for example) is there a way to create a brand new blank form for me to customize? whenever i create a new form it brings across any fields the crm considers "required" from the existing one, or any form that has dependencies on the existing one.
I could just create a new custom entity for this, but is this the only way? is there any way i can create a standalone blank "main form" in an existing entity?
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You have to create two business units for eg. BU A and BU B.
If any security role has organization level privilege then update it to Parent child BU or Business unit level privilege.
By doing this you can hide data of one business from another one.
Now come to your second point, When ever you want to create a new form then it will copy main form, You can remove attributes from new form and add new attributes.
You have created a new custom entity that's why you got blank form.
Hi
You could isolate the records between the two companies by creating separate business units. Please refer to the links below if you would like to know more about how you could segregate records.
crmbook.powerobjects.com/.../business-units
docs.microsoft.com/.../create-edit-business-units
To answer your question on Form, no you wont be able to create a blank main form for Order entity via UI. If you create custom entity, the form will only have name and Owner fields on a new form but you will be losing out on out of the box feature of order entity.
If the order entity has all the fields the users need, I would recommend you stick to the Order entity instead of creating custom entity. I know its going to take a bit of time to remove all the fields that users dont need but you will be saving a lot of time in the long run as you do not have to develop or maintain features for two different data sets.
Hi,
You can create two different forms with different fields for an entity and then can assign security roles to hide the forms from Business A and Business B as per the required functionality.
Please refer to the following link for more details:
docs.microsoft.com/.../assign-security-roles-form
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