web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / business hierarchy in ...
Microsoft Dynamics CRM (Archived)

business hierarchy in CRM 2011

(0) ShareShare
ReportReport
Posted on by Community Member

Hello,

I have a problem in representing the business hierarchy in CRM.

I have many branches (cities ,in each cities i have many business/sub-business units like marketing,sales... and finally users are assigned to these BUs.

I want to give the Branch managers permissions to see the activities of their employees but The problem is users are not assigned to one BU.

the question is how can i do this without creating BU to represent branch, because in this way i am considering that branch is like BU in my dashboard (for ex: Graph for all activities by Business unit ). 

Thank You 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    ThomasN Profile Picture
    ThomasN 3,190 on at

    Hi Mohamad, you may want to consider looking at using Territories for reporting and the BU setup as security control only. That is what I have done in the past with complex org structures and unique access rights. The dashboards are built off territories.

    I know there are Sites out there but I have not implemented using that but something worth looking into as it is intended for location specific relationship building. I hope this is helpful. All the best.

  • Community Member Profile Picture
    Community Member on at

    Thank you Tom, now it's more clear,

    My problem is : some users are reporting to two mangers, "BU manager and "Branche manager" should have access on records created by the user.

    How can i manage this while in CRM user should report  to one and only  BU.

    Thank you

  • Verified answer
    ThomasN Profile Picture
    ThomasN 3,190 on at

    Ah yes the dual reporting org structure. So of course I recommend looking at any business requirement documents, or (if it exists) the process flow map for the 'true' business need in the term "have access". Also I have found the term 'access' coming from the Business side can mean "I want to see them reporting to me on a report", or "I need an easy way to see these individuals grouped together on a report." Both of those can be handled by adding some custom fields new_manager2 etc.

    My understanding of access/editing and how I have applied this is below. Of course make sure to get more than one insight.

    • BU grouping controls access based on security roles you have created.
      • Setting a manager for the BU does not give explicit permissions. if the manager for some reason has a security role that does not give them BU level access then they will not have that access, just because their name is in the manager field.
    • Access/Read privileges across BU are best handled by Teams.
      • There are two types of teams access and owner. I have a link here to a great blog (not mine) detailing the difference. It helped me.
      • Essentially if you are dealing quick dynamic groups needing access to a record or the user needs to remain the owner then "access teams", everything else is owner
        • Issue with "owner teams" is the team then owns the record, not the user. 

    Let me try to step through a possible solution.

    1. salesPerson1 in BU1 has a manager on their user profile of manager1.
    2. salesPerson2 in BU1 has a manager on their user profile of manager2
    3. manager1 and manager2 are in BU2
    4. manager2 comes to you and says I need to edit salesPerson1, and salesPerson2  
    5. manager2 security role is BU level so they only can edit items in BU2
    6. Create Branche1AccessTeam and assign salesPerson1, salesPerson2, and manager2 to that team.
    7. Add access team as sub-grid to the form of whatever records will need this shared access.

    With above steps anyone in Branche1 access team can have whatever rights are assigned to that access team.

    I hope I didn't make this more confusing, and I am sure there are other ways to handle this. Best of luck!

  • Community Member Profile Picture
    Community Member on at

    Thank You

    Excellent Explanation

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans