Dynamics CRM - The purpose of a manager

Purpose of the manager field

When I started to configure my first CRM organization a few years ago, one of the very first questions I asked myself was: "What's the purpose of the manager field?"

Hierarchy / org chart

Some system entities offer an out of the box hierarchy visualization, like account, position, product and user.

If you enter a manger for an user a hierarchy icon appears on the user form and in the user grid view, which allows to visualize an org chart, like below:

Hiearchy security

Dynamics CRM offers a hierarchy security model, which can be activated in the security settings. It is either based on the manager or the position you enter for a user in CRM.

Approval processes

The manager field can be used for approval processes. E.g. there could be a field with field level security on your form, which can only be edited by managers to approve a discount on a quote.

Additionally the manager could be notified via e-mail by a workflow, by sending a mail to your manager, after a discount has been entered.

Goals

A goal always consists of a goal owner and a goal manager. In my environment we have automated goal setup via Scribe. In that case we can easily set goal owner and goal manager.

There might be even more, I have not listed here.

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