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Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management by Hoss Hostetler, Aaron Yetter, Justin Mathena

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5.1. Business Units and User Security

Your implementation of Microsoft Dynamics CRM 4.0 requires you to define an Organization name during the installation, which creates a root Organization Business Unit, and then allows you to create child Business Units through the Business Unit administration screens. If you do not research how this structure will be used, you may be tempted to create a structure that closely resembles your organization hierarchy. In most implementations, this would not be a recommended approach for one or more of the following challenges it may represent:

  • Security is tied to the Business Unit structure. If set up incorrectly, it can create usability or access issues.

  • Once in place, some elements of the Business Unit structure ...

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