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CRM 2011 has functionality unique to the Opportunity, Quote, and Order entities. I would like to extend these entities without re-creating their unique relationships. My challenge is that I have multiple business units who need different customizations to these entities.
For example, a service department would have unique fields and workflow processes related to a quote for service (menu of services to perform, estimated labor, over time rate negotiated, etc) than would a product quote (Schedule of products and quantities, delivery information, etc). Workflows would also rely upon knowing the "sub-type" of the entity so when a quote becomes an order, it is processed properly.
Does CRM intended the developer to customize each entity with all fields, create a custom Form for each sub-type, and then show only those fields available to the user, based on the security permissions of the business unit for that user? This seems like a complex task to manage the "sub-type" of the Opportunity, Quote, and Order and to keep it straight through customizations. The only other method I see is to create unique entities and re-engineer the Opportunity/Quote/Order relationship.
Are there on-line or print resources that layout recommended patterns and practices? 3rd Party tools?
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