Microsoft Dynamics CRM (Archived)

difference between the manager and position hierarchy

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Posted on by RamKumarb

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i would like to know the major difference between the manager hierarchy and position hierarchy..?

Under which cases we need to use hierarchy or position ,provide your suggestions with an example..?

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Nithya Gopinath 17,078 on at

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Hi Ram Kumar,

Please refer the link below.

technet.microsoft.com/.../dn832142.aspx

It gives you a clear information of manager and position hierarchy with examples.

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ganeshm on at

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here are some real time example ,

www.preact.co.uk/.../hierarchy-security-models-in-microsoft-dynamics-crm

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Mahendar Pal 45,095 on at

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The major difference between Manager and position is business unit. Manager hierarchy deals when you are in same business unit, where position hierarchy deals with different business units.

Thanks

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Martin Donnelly 1,030 on at

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The other major difference appears to be that Manager tree is provided -- systemuser::Manager lookup field. Position tree is completely implemented by you via position::Parent Position lookup. This appears to logically provide another means of controlling depth.

Minor difference is that you don't have to use the quite confusing term "reports" in explaining the relationship. (Isn't a report a structured view of data rather than a person? The danger of falling into HR speak.)

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gdas 50,091 Moderator on at

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Another difference is that Manager hierarchy is based on direct reporting structure only and manager should be exists in the same business unit. Using position hierarchy you can access any user owned or business unit data , just to make sure user has added in lower position mentioned in the position hierarchy.

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