Business Management

CRM 1.0

Business management objects are used to define the organization hierarchy and its operating policies.

The Microsoft CRM SDK provides you with the methods you need to manage your organization, including those to create business units, edit business information, and delete business units.

Organization relationships

Definition of Terms

Deployment: A single installation of Microsoft CRM. This is a single database and any schema customization is done at this level.

Organization: The entity that is internal to the customer relationship management process. The organization is the top level of the Microsoft CRM business hierarchy. The organization can be a specific business, a holding company, a corporation, and so forth. There can be only one organization per Microsoft CRM deployment. The organization is divided into business units.

Business unit: A unit of the top-level organization. Business units can be parents of other business units (child business units).

Parent business unit: Any business unit with one or more business units that report to it in the hierarchy.

Child business: A business unit that is immediately under another business unit in the business hierarchy of an organization.

Classes

The following table describes the classes of the business management objects.

Class Description
CBizMerchant Methods to manage business units
CBizOrganization Methods to manage organizations
CBizPrivilege Methods to manage business privileges
SecRole Methods to manage security roles

Details

The following table lists which objects are managed at each level in the deployment and organization hierarchy.

Level Objects
Deployment Database Schema

Licenses

Organization Forms

Workflow Rules

Views

E-mail Templates

Licenses

Business Unit Security Roles

Customized Workflow Rules

E-mail Templates

User E-mail Templates

Organization

Actions that can be performed on an organization include: Create, Disable, Enable, Retrieve, and Update. For information on actions, see the Actions on Objects section.

Business Unit

Actions that can be performed on business units include: Create, Disable, Enable, Retrieve, Set Parent, and Update. For information on actions, see the Actions on Objects section.

Privileges

For a detailed description of privileges, see the Privileges section within the Microsoft CRM Security Model section.

The only action that can be performed on privileges is Retrieve. For information on actions, see the Actions on Objects section.

Security Roles

For a detailed description of security role privileges, see the Roles section within the Microsoft CRM Security Model section.

Actions that can be performed on security roles include: Create, Delete, Retrieve, Assign Role to Users, Remove Role from Users, and Add and Remove privileges to roles. For more information on actions, see the Actions on Objects section.


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