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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Possible Solution

To segregate the data between what the sales managers can see and what each salesperson can see, we need to establish a business unit hierarchy. Therefore, we have opted to create four additional business units under the default one, as shown in Figure 5.42. Hierarchically, we have also placed Seattle and Atlanta under San Francisco and New York, respectively; this is because we need the sales managers to be able to cascade down their respective branches of the hierarchy.

Figure 5.42. Possible solution for business unit hierarchy.

Image

In this model, the sales staff will be assigned to each business unit related to where they work. ...

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