The organization structure
The organization structure in Microsoft Dynamics CRM refers to the hierarchy of business units, users, and teams configured within your organization. A business unit represents a part of your organization that has security requirements distinct from another part. A user is someone (usually employed by your organization) who needs access to the CRM system. A team is a group of users who work together.
Each user and team must belong to one business unit. All the records owned by that user or team are also considered to be in that business unit.
Note: Best practice
Keep the organization structure as simple as possible while meeting your organization’s security requirements, industry regulations, and local laws.
Planning the organization structure
It is a good idea to plan your organization structure and consider the business units, users, teams, and security roles before creating them.
Business units, users, teams, and security roles can all be renamed if required, but using short, descriptive names is preferred so that mergers, acquisitions, divestments, restructuring, or rebranding doesn’t lead to lots of organization structure changes in your CRM system.
This is a part of Configuring Organization Structure chapter from MB2-866 Microsoft Dynamics CRM 2011 Customization and Configuration Prep course. More lessons in this chapter are
The Practice tests included in this course are: