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Customer experience | Sales, Customer Insights,...
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Segregating Accounts by Type and Forms vs Model Driven Apps

Posted on by 5

Hello,

I have a client who is trying to decide on how to best "split" the out-of-the-box Account Table so that distinct users only see/can edit what pertains to their role.

As an example, one role is for general sales (Sales Manager) and the other is for specific product sales (Product Manager). Both require access to the Account Table but only want to see their specific information in order to manage their pipelines and Opportunities separately while still having connections to common data elements like Activities and Products.

We have explored creating multiple Model Driven Apps based on Account Type that would only be accessible by the roles listed above but they thought that was too clunky. They then asked whether or not we should actually have two instances of CE with two separate Account Tables but I have basically refused to do that for the many obvious reasons that duplicating and keeping that data siloed would introduce (not to mention the additional costs and configuration/integration).

What are some best practices that I could leverage in order to explain this to them in a more palatable way? Or am I missing anything structural that would be "deal breakers" enough for them to adopt the Model Driven App approach (which is still what I believe we should do in the first place)?

Thanks in advance!

  • RE: Segregating Accounts by Type and Forms vs Model Driven Apps

    Yes Business unit is a good choice here. In case, accounts can't be directly assigned to Sales and Products Manager, then try to explore Access Teams concept so that records can be added to access teams specific to Sales and Products for their access and usage.

    Thanks.

  • Verified answer
    MikeC282 Profile Picture
    MikeC282 2,095 on at
    RE: Segregating Accounts by Type and Forms vs Model Driven Apps

    Hey bud,

    Have you thought about creating two separate business units in Dynamics for Product Managers and Sales Managers.

    Afterwards you can assign respective users to each business unit and then set in the security role for entities (Read, Write etc.) to Local or in the CRM it's called Business Unit

    docs.microsoft.com/.../security-roles-privileges

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