Hi,
I have to setup a new CRM Organisation and I am thinking about how to properly setup the business units in CRM?
The CRM will be used by multiple business units in our group (company) and the data needs to be "separated".
I have one business unit (lets call it x), which has multiple child business units. And then there are some other business units (lets call them y and z) with no child business units, that shouldn't see the data from the other business units.
However in business unit x I have the requirement, that all employees of business unit x or any child business unit should be able to see all accounts and contacts owned by business unit x or any child BU.
I am not sure, how to best achieve that:
- If I would set the security roles to "business unit", the users would only see the accounts and contacts of their Business unit. But setting the security roles to "organisation" wouldn't be an option, because the users shouldn't see accounts and contacts of business units y and z.
- I could skip the child BUs and just setup a BU x. But this would then be harder for reporting purposes, like how many opportunites have been closed in child BU x1, x2, a.s.o.
Any advise on this, or any information on the net, which would bring me closer to a solution?
thx a lot in advance
Thomas
