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Organization with departments and divisions
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Roger  
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 More options 18 Aug 2008, 08:28
Newsgroups: microsoft.public.crm
From: Roger <Ro...@discussions.microsoft.com>
Date: Sun, 17 Aug 2008 23:28:03 -0700
Local: Mon 18 Aug 2008 08:28
Subject: Organization with departments and divisions
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Hi!
I have an organization that wants the following organizational structure:
Group
   - Division
      -  Section
          - Department

Could I create this organizational structure in MS CRM 4.0 and could I also
creates reports for all levels of this structure?

If I can create this structure could someone give me a hint how this is done?


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ChrisC  
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 More options 18 Aug 2008, 11:43
Newsgroups: microsoft.public.crm
From: ChrisC <chris.co...@vizola.com>
Date: Mon, 18 Aug 2008 02:43:01 -0700 (PDT)
Local: Mon 18 Aug 2008 11:43
Subject: Re: Organization with departments and divisions
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Business Units are the way to reproduce the hierarchy of an
organization within MSCRM - under your top-level BU you can create a
number of tiers and manage access by allocating different scope roles
(global, BU, team, self) to different users. However you may well have
to create new custom roles, depending on how the functions operate
across the BUs. You will probably also need to enhance the standard
reporting to provide breakdowns and rollups over the BU tiers. If it's
a very large organization you could also consider multi-tenanting.
Chris
http://mscrm4u.blogspot.com

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Roger  
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 More options 18 Aug 2008, 14:07
Newsgroups: microsoft.public.crm
From: Roger <Ro...@discussions.microsoft.com>
Date: Mon, 18 Aug 2008 05:07:00 -0700
Subject: Re: Organization with departments and divisions
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Thanks for the reply.

I will then use a parent BU and then create child BU:s.

If I want to create a reporting structure should I create teams that
corresponds to the different BU:s? Is it possible to filter a report on BU:s
or teams?


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ChrisC  
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 More options 18 Aug 2008, 18:42
Newsgroups: microsoft.public.crm
From: ChrisC <chris.co...@vizola.com>
Date: Mon, 18 Aug 2008 09:42:53 -0700 (PDT)
Local: Mon 18 Aug 2008 18:42
Subject: Re: Organization with departments and divisions
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Standard reports use filtered views in order to enforce access
privileges, so the person running the report does not see information
outside their context. In some cases this built-in filtering will be
exactly what you need. But to answer your question you certainly can
introduce your own filters to limit the subset of reported information
- there is a specific syntax (in SDK) that you follow to access the
user filtering features on your CRM reports.
Chris

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