Skip to main content
Microsoft Dynamics CRM forum

Two different business types

editSubscribe (0) ShareShare
Posted on by 155
I work for a non-profit school and we just hired a donation developer to help raise money for our school. We currently use Dynamics 365 with our K-12 school. We want to use the fundraising app, but I am wondering what the best practice is when you have a separate business type. Our donors will rarely be the same as our families, should we put that app in the same environment? There will be sensitive information in this app so we don't want to jeopardize the security of our data. If we load it into a separate environment will that eat up all of our memory and cause us to run out of space? Any help with best practices would be greatly appreciated. 
  • Richard Magee Profile Picture
    Richard Magee 66 on at
    Two different business types
    It is not clear why you would want to separate your environments - and if it is even wise to separate.  When you separate CRM environments (using business units or separate orgs) it creates challenges in data maintenance, reporting and users have to log into separate instances.  I'm not sure what you mean by business types, but it could just be a custom field on your form.   Security is always a concern - but how does separating your CRM environments solve for that?   It sounds like you need to work with an experienced CRM architect.   

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Sundar…

Industry experts answer burning questions directly from our amazing Community…

Enabling Copilot Case and Conversation…

Agents can easily recap an ongoing chat, transcribe a voice conversation…


Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 282,978 Super User

Martin Dráb Profile Picture

Martin Dráb 222,562 Super User

nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans