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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
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 You must Sign in before you can post messages.
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