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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Is it feasible: Multip...
Microsoft Dynamics CRM (Archived)

Is it feasible: Multiple businesses implementation on sales module?

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Posted on by chakkay 594

Hello CRM World,

I have a sort of architecture level question. We have 3 completely different and independent businesses requirements (which are from 3 different sales departments). All the 3 requirements are no where related and we need to create unique forms, fields, views etc for each of the 3 businesses in single sales module 

My worry is going down the road, are there any chances that we would land at cross roads or in big trouble utilizing sales module to cater needs of 3 different businesses simultaneously? Also is CRM designed in this way?

My concern is if i make a field in sales module as business required for one business which may be optional for other business, how should i handle this scenario? Also if i write a plugin on record creation for one business which should not be triggered on record creation of other 2 business, how should i achieve these type of requirements?

NEED YOU PRACTICAL EXPERIENCES

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  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at

    My first question would be why have you three different sales departments - and could you get away with different systems.

    Failing that the best approach may be to create role specific forms - with each team having separate security roles which attached to their own personal Opportunity / Quote / Sales / Invoice forms see docs.microsoft.com/.../assign-security-roles-form

    You can then use the same security role system to determine the business process flows that run see www.microsoft.com/.../assign-a-security-role-to-a-business-process-flow.aspx and use the business process flow to determine which fields are mandatory or not see

    www.inogic.com/.../make-the-business-process-flow-fields-to-be-required-conditionally

    As for plugins you will just need to be very careful and ensure you have enough information within each record (whether its a check on business unit or a sales department optionset field) to allow the plugin to quickly determine whether the plugin should run or exit as quickly as possible.

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Chakka,

    As Ben mentioned, Microsoft would suggest different instances / organizations for these very different processes.  We have had customers like this with very different divisions and their sales processes / customers etc.  Example, one customer of ours they have a division that works with products to customers and another division focused on purchasing raw materials and they need very different information for the sales process, products are different, etc.  We put them into Dynamics 365 as different business units and utilized role based security to control their forms etc.  We did not have any plugins in the project so no issues there.  

    Hope this helps.

  • chakkay Profile Picture
    chakkay 594 on at

    Hi Ben,

    Thanks for quick reply. We dont have 3 different sales departments. But he have different requirements from various LOB (line of business) which are an exact map to CRM sales module. So i am in dilemma whether to use sales module for all the 3 LOB or use sales module for 1 LOB and create custom entity for other 2 LOB. Please suggest which approach among the 2 is best?

    Also i appreciate that you provided me solutions regarding plugins, forms etc. But in a future perspective will i land into any trouble if i use sales module to implement business requirements from multiple LOB? And is it an appropriate way to do it?

    Thanks

  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at

    Well I definitely would not be creating separate entities for the other lines of business - you want all the data in one place and you would have to maintain the other custom sales processes yourself (plus you won't have business process flows and the other guidance systems for the custom entities). If you have to do that insist on 3 entirely separate instances / organisations....

    Personally I would be doing everything I could to force all LOBs into designing a single global process and then implementing that by ensuring the customisation and on-going support costs were such that their deviations were minimal... It's remarkable how many essentials become minor requirements when presented with a 6 figure bill out of their budget - this game of politics does however depend on the level of executive buy-in and their willingness to force standardisation into the business.

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