Territories in Dynamics 365

Each organization has its own business model. They vary from industry to industry and geography to geography. Depending on the business model the strategies and the way businesses are done also changes. The way businesses come to the granular level of managing also changes depending on the business model and strategy. Normally from a sales or service perspective, this is where the organizations can use the Territories and its hierarchical structure to good use. Depending on where it is used it can either improve the sales potential and thus the revenues for the organization and strategize the way marketing campaigns can be run across in different places and the way customers would want them to be treated. In this short summary, we will try to figure out how the territories can be used in Dynamics 365.

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Hierarchy Security in Dynamics 365

Dynamics 365 database consists of data about the organization and its various departments. When it comes to the data, its the very important piece of the business and it can be misused in many ways, if it reaches the wrong hands. We don’t need any other fancy reason to make sure that the data is accessible by only those who are supposed to be. Dynamics 365 comes up with a security model which is flexible enough to meet most of real life scenarios in today’s business world. One of the major part of that puzzle is the hierarchy security to control access within the system. In this blog we will discuss about the manager and position hierarchy security model, how to set them up and some performance considerations regarding the same.

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