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Microsoft Dynamics CRM (Archived)

CRM Online -Creating Subdivisions for a company

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Posted on by

Hello Everyone:

I have a question to ask in which my boss asked me:

Is it possible to create a Subdivision within a Company. An example would be Hubble Lighting -http://www.hubbelllighting.com/

If you go down to the bottom of their website you will see companies that are subdivision of them.

When I mean subdivision its a main company with several companies within it.

If so:

Do we need to have another business unit and website?

Will the Users (parent users) have access to the subdivisions?

Is this good practice and is this recommended?

Are there any links on this subject matter.

Thanks

_damon

 

 

 

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  • Verified answer
    Bruno Lucas Profile Picture
    5,421 on at

    Hi Damon,

    You can use either Units or multiple crm organisations.

    The benefit of Units is that you can put all units under a master unit and than create roles that will allow a Director 9for example) to access info about all companies.

    the down side is that you really need to plan how you gonna break it down and create roles and teams with the correct permissions to make sure no one access data they shouldn't.

    it also add complexity to customisation. when you have all under units, you need to create components and plugins to run only for a unit. as the CRM grows that can result in performance issues. every customisation can affect all companies

    creating multiple organisation allows for higher security and easier maintenance regarding customisation and individual actions like back up. one down side is outlook crm client can sync for one organisation at time.  creating reports cross organisation is not that simple.

    that is a good post to see how the data can be shared though units:

    https://community.dynamics.com/crm/b/crmpowerobjects/archive/2014/02/14/microsoft-dynamics-crm-2013-business-units-and-data-silos.aspx

    you wouldn't be able to share\control it if you break it into organisations\tenancies

  • Community Member Profile Picture
    on at

    Thanks for the Info Bruno.

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at

    Hi Damon,

    Agree with Bruno, complete and excellent answer.

    Just additional info to you.

    If you want to see the data from all of Organization into one Dashboard, you might not use multiple CRM Organization since the data cannot be combined into one dashboard.

    And also another consideration, if the users are same, then better not to create multiple different organization since you need to re-do maintain the users + Business Unit + Security Roles + Email etc.

    But, if the users are not same it is another consideration, you can split your organization into multiple tenant.

    The advantages to use Business Unit, you can just manage in one organization and imagine if you have 100 sub-division, is not best practice to create 100 organizations as well.

    CRM supports multi-level Business Unit, which you can manage its security as well.

    "Will the Users (parent users) have access to the subdivisions?"

    --> If you use multiple organization, then you need to maintain both.

    --> If you use parent-child Business Unit system, then you just need to maintain in one organization, give them access, and remember CRM has Parent-Business Unit privilege (the level is one level lower than Organization level in the Security Role - not full green circle color)

    And one more thing as your consideration, is the Product.

    As I know, the Product Master in CRM is global setting, it is Organization-owner, not user or team, it means you cannot split to different Business Unit can view different Product.

    And again, another consideration, the Customer data, it will be easier if you want to have 360 degree of the customer (if the customers and market are similar across organization) by using only 1 organization since you can just maintain in 1 database + you can also share to the users from another sub-division in one database organization.

    For the link, Bruno gave you a good example.

    Hope this helps!

    Thanks.

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