troubleshooting Question

Organizing by Business Unit/Team

Avatar of rdracer58
rdracer58 asked on
Microsoft Dynamics
2 Comments1 Solution554 ViewsLast Modified:
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?
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