Transcript of Video
In this video, we will show you how to set up your organization structure within Microsoft Dynamics CRM Online. If you have an organization with multiple departments or business units, then you can use this to ensure that certain groups of users can only see particular customers, sales opportunities, cases, and campaigns.
If you are happy that everyone in your organization can see all customers and related information, then you don't need to set up business units and you can skip this step.
In this scenario, I want to set up three business units: one for sales, one for customer service, and one for marketing. I go into the Settings area and click on the Business Units link. Once I'm in this area of the system, I can go and click on the New button to go and add a new business unit into the system.
All I have to provide is a name for this business unit. I can also put other information such as a division name, phone numbers, e-mails, etc. But at minimum, all I need to provide is a name. In this case I've called it Sales.
I will now click the Save and New button to add my second business unit which I'm going to call Customer Service. I now type in the new name, in this case Customer Service, and once again I'm going to go and add a new one so I'm going to click the Save and New button again.
In this case I've added in the Marketing business unit. So, I will now save and close that and what we will now see is the updated list of business units. So our organization, in this case is Contoso Incorporated, and we have three business units: Customer Service, Marketing, and Sales. And that's how we set up business units.
