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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Business Unites vs 2 d...
Customer experience | Sales, Customer Insights,...
Answered

Business Unites vs 2 different Marketing CRM modules

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Posted on by AM-27040943-0 3
Hi everyone,
 
I will use the Marketing D365 module for 2 sister companies. The companies have the same management, however in every other aspect they are completely different.
Is it best to use the business unit feature or to set up 2 different D365 Marketing modules?
 
Thank you.
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  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Hi,
     
    Regarding your question about setting up Business Units or setting up two different Marketing modules
     
    Since our team does not know the details of your business, we can only give some general advice
     
    First, according to your description your two companies have the same management, and having Business Units makes it simpler to share certain resources such as users, templates and workflows.
     
    Second, based on your description the two companies are otherwise completely different, which means they may have many unique features. Based on this, setting up a separate sales module is a better option.
     
    Third, considering the data segregation aspect, if the two companies do not need access to each other's data, setting up a separate sales module will ensure complete data separation.
     
    Fourth, maintenance costs, compared to two marketing modules, setting up a business unit can reduce the cost of maintenance required and reduce the amount of work required to maintain two separate modules.
     
    Note that the above are just some general suggestions that may conflict with your specific business details.
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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