- Enterprise server with multiple organizations
- Posted by simisam on March 12th, 2008
Scenario:
Organization has CRM 4.0 Enterprise version with three diffrent organizations.
Goal:
When CRM user goes to meeting with their client, they want "the big picture"
of the customer data from all of three CRM environmets.
Question:
Is it possible to build report, that gathers data from multiple CRM
organizations within one Enterprise server? If so, how many licenses/user is
needed?
- Posted by Rob Mottram on March 12th, 2008
If you are creating a report using SQL Reporting Services I can see no reason
why you could not connect to the 3 database and get data from each. Not sure
how you would know which records are for the same clients accross the 3
databases, but maybe some account number might help you.
In terms of licences, and user CAL gives that user right to access CRM
server. It does not matter how many organizations they connect to.
"simisam" wrote:
- Posted by Fortis on March 16th, 2008
You can do this - however at present, it is a custom deal (I am aware of
several third party utilities 'in production' that will give the 'big
picture' you're wanting) currently. Just write an SRS report (or similar)
that hits all the orgs directly.
Licensing is 'probably' sufficient with a standard user CAL provided,
however check with MSFT to be sure...(don't think external connector is
required in this case),
"simisam" wrote:
