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Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Manage divisions in large companies.

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Posted on by 313

Hello,

I need advise of how to manage the internal divisions of large companies. We have some customers, which our sales representative sell products to a different division within the same company completely independent. Contacts and activities have nothing to do with each other, but the company is only one.

There are several ways to organize this in CRM:

- Use parent / child relationships.
- Create two separate companies.
- Create a single company and classify other information (contacts, activities) by divisions.

Let me know how complete this information in the CRM and what are the consequences when communicating with ERP such as com Dynamics NAV or Dynamics AX, with issues of accounting, financial, invoices, VAT, Taxpayer, etc ..

Regards

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I have the same question (0)
  • Hasibur Rahman Profile Picture
    on at

    Hi,

    I am not an expert on the ERP systems. But in CRM  - you could have different business unit and have specific security roles. With that you could limit the access of the different sales agents

  • Suggested answer
    Frank Lee Profile Picture
    4,617 on at

    I would setup two or more records in CRM and call them something specific to your needs "Company Spain" "Company Italy", etc.  Each company can have a unique ID to communicate with ERP.  Parent/Child could also be setup as needed.

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