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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Question on Organisati...
Microsoft Dynamics CRM (Archived)

Question on Organisation and Business Unit for Onpremise vs online

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Posted on by Srini20 397

Hi,

I am working on multiple CRM systems. Trying to migrate some of the CRM systems and come across few questions. Can some one clarify the answers.

Is it possible to create one security group and provide access to different organisations?

Is it possible to setup two different organisations and provide access to a set of users of one active directory to each instance on online or on premise? As per my knowledge we cannot merge two different organization users?

Is it possible to setup more than one organizations in one server for on premise? For online we need to go for another instance, any thing we can do at Business unit level? I have small child companies that have different active directories setup.

I have 5 to 6 small companies that are sitting in different locations, what is the best approach to setup on premise CRM in this case? Online i can create different instances based on the Geo Location but one problem i heard from is these 6 online instance can sit in the same GEO location where the tenant is sitting and they cannot setup 6 different regions under one tenant not sure whether this is true?

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  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Here is your answers- 

    Is it possible to create one security group and provide access to different organisations?

    Security role defined in Business Unit or particular Organization level only. You can not share security role different organization. However if you create any security role in root business unit then you can get the security role form child business unit as well.

    Is it possible to setup two different organisations and provide access to a set of users of one active directory to each instance on online or on premise? As per my knowledge we cannot merge two different organization users?

    You can use same AD user form different Organization under same network.

    Is it possible to setup more than one organizations in one server for on premise?For online we need to go for another instance, any thing we can do at Business unit level? I have small child companies that have different active directories setup.

    Yes you can create more than one organization in one server for on-premise.

    I have 5 to 6 small companies that are sitting in different locations, what is the best approach to setup on premise CRM in this case? Online i can create different instances based on the Geo Location but one problem i heard from is these 6 online instance can sit in the same GEO location where the tenant is sitting and they cannot setup 6 different regions under one tenant not sure whether this is true?

    Are you talking about different company or those are branches in different locations . Create  Business Unit and use same instance under same organizations.

    Hope this helps.

  • Suggested answer
    Srini20 Profile Picture
    Srini20 397 on at

    Thank you.

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