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Hi, I need to use one crm instance for two different companies ... where both cannot see each other's data is it possible how?
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Create 2 child business units under core.
Assign users to that 2 business units.
Give users security roles with max "Business Unit" privileges.
Hello Sandeep.
Theoretical I can answer with yes.
You need a BU structure for this. In the root BU you place your System Administrators. Than you creates two Business Units under root... Company A and Company B... So you can create a separated security concept for them.
But remember... you need AD-Accounts for all the users.
On the other side... why should two companies working in ONE CRM-System, when they cannot see the data of the other companie?
Hi Sandeep,
If your requirement are two different organisation you go for create new organisation in dynamics CRM.
If your requirement are two different companies(branch) then you create a business unit.
What is business unit?
http://crmbook.powerobjects.com/system-administration/business-administration/business-units/
How to create a business unit?
https://technet.microsoft.com/en-in/library/dn531056.aspx
If you find answer,Please mark as answer verified
@Karsten to reduce the cost for comapny
Hello sandeep. Allright, thanks for your answer.
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