web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Home page dilemma

(0) ShareShare
ReportReport
Posted on by

I have read substantially, but I have not discovered a solution to my dilemma. 

Background:  My company has a partnership with another company (BCompany).  I want to create a CRM environment in which my company can view everything and BCompany can only view those aspects of our partnership.  I was considering making BCompany a division.  Then, I can make a single home page, that includes an app for the BCompany division; security settings can be used to isolate Bcompany's team to their division.  The diagram below depicts a mock up of the home page.  Is this feasible?  Is there a better way?   If so, please direct me to a sample or directions to implement the configuration?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Home page dilemma

    Still nothing. Sorry for that.

  • Community Member Profile Picture
    on at
    RE: Home page dilemma

    CRM_5F00_Mockup.png

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Home page dilemma

    Hello,

    Image is not visible. Can you please reupload it?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#2
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans