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Create business units

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Applies To: Dynamics CRM 2013

If your Microsoft Dynamics CRM organization is structured around departments or divisions that have separate products, customers, and marketing lists, you might want to create business units. Business units are mapped to an organization’s departments or divisions. Users can securely access data in their own business unit, but they can’t access data in other business units.

CRM security roles and users are associated with a business unit. Security roles in a business unit can only be assigned to users in that business unit.

Business units, security roles, and users are linked together in a way that conforms to the Microsoft Dynamics CRM role-based security model. More information: Security concepts for Microsoft Dynamics CRM.

See Also

Set up a CRM organization
Delete a business unit
Assign a business unit a different parent business

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