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08.08.2008 at 07:34AM PDT, ID: 23632810
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9.3

Organizing by Business Unit/Team

Asked by rdracer58 in Microsoft Dynamics

Tags: , ,

I am vaguely familiar with how CRM 3.0 can be used to create business units and then teams within those units. We are currently using CRM 3.0, but will be upgrading to CRM 4.0 at the beginning of next week. Once the upgrade is completed, I want to create a number of business units and then teams within those units in our CRM 4.0 system.

Is it possible for a particular business unit/team to track contacts/activities/other related information distinct from the rest of the company? Or in other words, if members of a particular business unit/team track contacts and related activities, I am assuming that they will only be able to see their particular contacts/activities when they log into CRM, as opposed to all of the contacts/activities for the entire company?Start Free Trial
 
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[+][-]08.08.2008 at 01:30PM PDT, ID: 22193397

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About this solution

Zone: Microsoft Dynamics
Tags: Microsoft, Dynamics CRM, 3.0/4.0
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Solution Provided By: jd_wight
Participating Experts: 1
Solution Grade: A
 
 
 
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