You could define product groups and have sales reps only see opportunities in the group or groups to which they belong. Business units allow you to define your organizational structure and implement a security model that reflects where a user sits in the organizational hierarchy. They can segregate access to data withing Dynamics 365 using the business unit features of Dynamics 365.
#MICROSOFT DYNAMICS HOSTED SOFTWARE#
This allows them to centrally manage all user accounts and make software available to all users. The majority of Microsoft customers have a single tenant. The following shows several tenants and instances: Microsoft designates each instance as production or non-production.
Most organizations will have multiple instances of Dynamics 365 to allow for development, testing, staging and production of a solution. Users are assigned subscriptions which are good for any and all instances within the tenant. These include apps such as Sales, Customer Service, Field Service and Marketing. As is true for cloud software, the hardware is abstracted from the customer and managed behind the scenes at the Microsoft hosting centers.Ī Dynamics 365 model-driven app must be hosted within a tenant on a Dynamics 365 instance. Microsoft handles how the tenant is hosted and applies whatever computing resources are needed for your tenant. For instance, if your company enrolls in Microsoft Office 365, you have a tenant within which all products and apps are run (Office 365, SharePoint, Dynamics and others).
User accounts belong to a tenant, and subscriptions are assigned to user accounts within a single tenant. A tenant contains uniquely identified domains, users, security groups, and subscriptions. A tenant is the account you create in the Microsoft Online Services environment (such as Office 365) when you sign up for a subscription. Microsoft has multiple clouds such as commercial and government community clouds. This blog post discusses only cloud implementations. While Dynamics 365 is available on premises, it is most commonly deployed on the Microsoft cloud.
This post introduces some of the key terms and how these concepts are important for planning your implementation. To understand Microsoft Dynamics 365 (formerly Dynamics CRM), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises.