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02.28.2008 at 08:12AM PST, ID: 23200748

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7.7

CRM Multiple Business Units

Zones: Microsoft Dynamics, CRM Software

Tags: Microsoft, Dynamics CRM, 4.0, Enterprise

My company recently deployed CRM 4.0 Enterprise Edition. We have kind of a unique situation. We have a parent company, SMG, and two divisions under the parent company, STG and RS. In CRM we created an Organization of SMG and 2 business units, STG and RS. Each division will have it's own customers, products, quotes, orders, invoices, etc.

We have configured CRM fully at this point and entered our customers, created some orders, and are now creating invoices for end of month. When we run the invoices report it shows all invoices from both business units. Is there a way to seperate or filter invoices from one business group only?

I have researched multi-tennant deployment since we have Enterprise Edition but its not truley a muti-tennant sitution. I know I can create a new organization, etc for multi-tennant, but is there an easier way to get what we need? Filtering of accounts, products, orders and invoices for each business unit?

Thanks in advance,
TJR

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Question Stats

Zone: Microsoft

Question Asked By: southerntechnology

Solution Provided By: Biffster007

Participating Experts: 1

Solution Grade: B

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02.28.2008 at 11:48AM PST, ID: 21007363

Biffster007:

Hi,

How are you extracting the invoice data??

If you are doing it via SQL queries then you can separate the companies you'll be invoicing by including the owningbusinessunit field on the Account entity in the query.

MH

02.28.2008 at 11:50AM PST, ID: 21007384

southerntechnology:

I am not really extracting the data. I am using the built in reports that come standard with CRM. I have tried other filtering methods but without success yet. I will look for the owningbusinessunit filter in the report.

02.28.2008 at 11:55AM PST, ID: 21007422

Biffster007:

Hi,

If you can't filter on Business Unit and the reports are generating sufficient information required for your invoicing then you could open the report, extract the SQL query then modify it to include the owningbusinessunit field and run the query directly against the database...or you could modify the report to include this and upload back to CRM.

MH

02.28.2008 at 12:03PM PST, ID: 21007489

southerntechnology:

I can essentially filter it enough and get the invoicing reports I need by specifying what invoices to run the report on... so that would be easier than pulling a SQL query (I don't wanna try to teach users how to do that).

I guess my root question would be: Is there a way to split up the Business Units more without having to go to the multi-tennat setup? We are both under the same Organization, we just have different information, etc.

02.28.2008 at 12:10PM PST, ID: 21007551

Biffster007:

Hi,

You can definitely split up the business units without having to go to a multi-tenant setup. A multi-tenant setup is more for completely different businesses as opposed to different units within an organisation.

Which report are you accessing and I'll have a look now??

MH

02.28.2008 at 12:16PM PST, ID: 21007591

southerntechnology:

I am under the Sales Section - Invoices
It list all of our current invoices, in the menu bar right above there is a report button, I selected 'Invoice Status', Use these records - All Applicable records and click run report. That gives me the report for all invoices. I want to break that down by Business Unit... I go to detail and it shows all the invoices for both units.

02.28.2008 at 12:21PM PST, ID: 21007649

Biffster007:

Hi,

I don't think you can break it down by business unit that way. You should probably write some custom reports for each business unit or with a business unit filter on them. This way you don't need to train users in any form of SQL and they'll have the reports on hand from the reports area. The reports will obviously be re-usable should you add any additional B.U's.

MH

02.28.2008 at 12:32PM PST, ID: 21007733

southerntechnology:

Ok, I think we are on the right track. I am in the reports section attempting to create a report by Owning Business Unit. I see it available in the filter but when I apply it still gives me all of them. Inside the invoice, how is the Owning Business Unit selected? Is it based on the Business Unit that the person that created it is in?

02.28.2008 at 02:09PM PST, ID: 21008725

Biffster007:

I think you'd want to base it on either the owningbusinessunti of the account or of the owner of the account. I'm not sure exactly how you've got your system configured but that would make sense to me??

MH

02.28.2008 at 02:12PM PST, ID: 21008756

southerntechnology:

Ok, I will continue to play with the reports. Do you know of a way to make the products, pricelists, etc visibile to only the Business Unit they belong to?

02.28.2008 at 02:17PM PST, ID: 21008801

Biffster007:

Unfortunatley not.

They seem to be associated entirely with an organisation as opposed to a business unit.

You could customise the solution to provide a work around for this but out of the box I don't think it's possible.

MH

Accepted Solution

03.03.2008 at 12:13PM PST, ID: 21035157

Biffster007:

Hi,

How are you going with this??

MH

03.03.2008 at 06:50PM PST, ID: 21037874

southerntechnology:

Haven't really decided... keep going in the same route or create a new Organization. Tough decision.

Thanks for your help....

20080236-EE-VQP-29 / EE_QW_2_20070628