Personal Finance

John B. · Guest

I am planning a deplyment for 3.0 and am now just finishing up on
implementing a test environment with 1.2.

My company is a holding company for 4 other companies under it. I need
employees that belong to each of those 4 companies to ONLY be able to see
data that cooresponds to the company they work for. I was wondering if it is
possible to segregate data in this way?

Thanks,
-John

John O'Donnell · Guest

Assuming all the comapnies data is inside of CRM you can achieve this using
business units ie one company per business unit.

tell me more about this...are you intending to use one crm system or
multiple?

"John B." <JohnB@discussions.microsoft.com> wrote in message
news:7DE8380C-3A27-42AE-AD21-09ABFFFFD72A@microsoft.com...

John B. · Guest

John,

I was hoping to get away with this using one CRM system. The child
companies are quite small and have no more than 10-20 employees working
within each them.

In a perfect world, each company's data would be visisible to only the
employees that work for it and ALL of the company data collectively would be
visible to the managers at the holding company level. I am assuming this
isn't possible for the management team to gain this kind of access.

One other level of complexity that seems to be present is that there are
some employees who work for multiple companies. For example, employee John
Doe works for both Company X and Company Y. Would he need to switch AD login
accounts or can he change positions inside of CRM on the fly?

Thanks.

"John O'Donnell" wrote:

John O'Donnell · Guest

currently microsoft crm does not support your scenario or at least without
some additional work.

if you deploy a crm solution for each company you will then have to build or
buy a solution that will roll up the data into a single system.

"John B." <JohnB@discussions.microsoft.com> wrote in message
news:58AF775A-45CA-453D-853B-FB21020B16CB@microsoft.com...

Matt Parks · Guest

If you setup your Business Units to reflect the different subsidiaries, then
most of your reqs could be met with the out of the box security. When a
user has "Business Unit" level privileges, they will only see records owned
by someone in their Businsss Unit. A corporate exec could be defined with
either Global or the Parent:Child level priviledges and that would give them
rights to other BU's in the hierarchy.

The trickier issue os the people who are in "multiple" BU's. If these are a
common "grouping", then you could attain it with an atrificial BU that
grouped the req'd BU's. But, if these grouping vary, then the security
model won't natively support it.

--

Matt Parks
MVP - Microsoft CRM

"John B." <JohnB@discussions.microsoft.com> wrote in message
news:58AF775A-45CA-453D-853B-FB21020B16CB@microsoft.com...
John,

I was hoping to get away with this using one CRM system. The child
companies are quite small and have no more than 10-20 employees working
within each them.

In a perfect world, each company's data would be visisible to only the
employees that work for it and ALL of the company data collectively would be
visible to the managers at the holding company level. I am assuming this
isn't possible for the management team to gain this kind of access.

One other level of complexity that seems to be present is that there are
some employees who work for multiple companies. For example, employee John
Doe works for both Company X and Company Y. Would he need to switch AD
login
accounts or can he change positions inside of CRM on the fly?

Thanks.

"John O'Donnell" wrote:

Dave Carr · Guest

John,
As Matt says, you should indeed be able to achieve this with native out
of the box security, even, hopefully, the strange ones. Let's start
with this: each user can be in their very own BU. (In fact, many
clients do precisely this with their sales force.) So the easy part
is: you have the top level BU that you install CRM under. That's where
the holding company directors go. Then you have a BU for the three
subsidiaries and each subsidiaries employees go there - except for the
multiple company people.

And normally, the parent of the subsidiary BU would be the parent BU.
But you need to insert a level of the hierarchy between them. Now, as
long as a BU is a parent of another BU, they get to see everything in
the BU's below them (with the Parent-Child BU selection in their
roles). Let's say MultipleGuy should be able to see stuff from BU A
and BU B. So you can set up MultipleGuyAB in their own BU, that is the
parent of both BU A and BU B (and whose parent is the holding company).
Anybody that can see both A and B should go in that BU.

Now, ideally, you could do the same for the people that can see A and
C, and the same for B and C. (Anybody that can see all should of
course be in the top level.) The problem is, of course, that one BU
can be parented by only one other BU, so you can't do all 3 possible
groupings / combinations of those 3 BU's.. (You can do A+B, but then
you can't do B+C, or even A+C...

The other security method you should look at is teams. (Can't recall
if that'll work across BU's... I believe sharing does not work across
BU's... not sure about teams.)

Finally, you could have the one or two users that don't fall into your
groupings have two logins, one for each BU they can access. This just
costs you an extra seat... HTH,

Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

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Matt Parks wrote:

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