Book Image

Integrating CRM across your Organization for Business success

By : Andrew Blackmore
Book Image

Integrating CRM across your Organization for Business success

By: Andrew Blackmore

Overview of this book

Table of Contents (14 chapters)
Integrating CRM Across Your Organization for Business Success
Credits
About the Author
About the Reviewer
Preface

Security


We have defined the entities, how they relate to each other, and how they will be uniquely identified, and we have defined the fields for each entity and how they map between CRM and ERP fields, as well as the CRUD synchronization actions.

Orders and quotes will be new entities in CRM, and, by default, they may have no security, or they may inherit the security of the customers that they are associated with. We need to consider whether additional security restrictions need to be added.

Orders and quotes that are viewable in CRM

ERP orders and quotes will now be viewable in CRM to all CRM users.

Some approaches to restricting the order and quote data that is shown to your users include:

  • No restriction: If there is no security, all your CRM users will have access to all ERP quote and order information. This may be acceptable in some implementations.

  • Restrictions based on customer: Order and quote security could be implemented to inherit the security permissions of the customer that they...