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ReportHi:
How do you create a new company in Dynamics 365 Sales (CRM)?
Thanks!
John
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Hi:
How do you create a new company in Dynamics 365 Sales (CRM)?
Thanks!
John
Then probably you should go to admin.powerplatform.com and provision a new environment for each one of the demos you wish to perform. Each environment will be a trial (30 days)....
Hi:
I'd like to create separate companies, wherein each company is its own environment (company).
I guess that the easiest way to explain is by mentioning that I demo Business Central. I'd like to demo CRM. And, I'd like to show prospects that I speak with how Sales Orders from their CRM will flow into Business Central.
I create companies in Business Central in our demo environment typically with the name of the prospect's company for the demo. I'd like to do so, in like kind, with CRM.
Thanks!
John
Hey John.
Can you provide more details on "create a new company"? Do you want to create more customers (and treat them as Companies)? Then you should create a new account. Or do you want that your company (working on CRM) has a "separate" behavior than the current one, so they work as "separated" companies? IN this scenario, perhaps creating a second business unit might be helpful, but I don't think CRM offers the "Companies" possibility to work as separated units within the same CRM deployment. ANother approach would be to create another CRM environment
Regards,
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