July 25, 2008 04:11pm pdt

1. Biffster007 52,895
2. jd_wight 43,025
3. bmosoftw... 22,500
4. WilyGuy 15,280
5. Agrippine 10,000
6. Maxi84 7,500
7. rfgkev 5,450
8. preitmeyer 4,000
9. jgv 3,000
10. dtodd 2,800
11. Robbie_L... 2,500
11. EngSiong 2,500
13. hulitk 2,225
14. TheCleaner 2,000
14. Snarf0001 2,000
14. aneeshatti... 2,000
14. Merete 2,000
14. wjester 2,000
14. AtiaSoluti... 2,000
14. cuziyq 2,000
14. boag2000 2,000
14. croberds 2,000
14. TechSoEasy 2,000
14. pboulos 2,000
14. cj_1969 2,000
14. mattbcs 2,000
14. JimboEfx 2,000
14. ChiefIT 2,000
14. cmorffew 2,000
14. JMorsch 2,000

1. Biffster007 54,395
2. jd_wight 43,025
3. rfgkev 34,975
4. bmosoftw... 22,500
5. WilyGuy 15,280
6. bloodymal... 13,650
7. preitmeyer 12,250
8. Agrippine 10,000
9. whoajack 9,000
9. TechSoEasy 9,000
11. Maxi84 7,500
12. Robbie_L... 5,500
13. Dodgster 5,400
14. Chinmay... 4,400
15. DennisL 4,000
15. opster 4,000
15. pmittal 4,000

02.28.2008 at 08:12AM PST, ID: 23200748

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[x]

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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: Software

Question Asked By: southerntechnology

Solution Provided By: Biffster007

Participating Experts: 1

Solution Grade: B

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