Create or edit business units

 

Applies To: Dynamics CRM 2015

In Microsoft Dynamics CRM, a business unit is a logical grouping of related business activities.

If your 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.

Business units, security roles, and users are linked together in a way that conforms to the Microsoft Dynamics CRM role-based security model. Use business units together with security roles to control data access so people see just the information they need to do their jobs. More information: Security concepts for Microsoft Dynamics CRM

Keep the following in mind when creating business units:

• The organization (also known as the root business unit) is the top level of a Microsoft Dynamics CRM business unit hierarchy. CRM automatically creates the organization when you install or provision CRM. You can’t change or delete the organization name.

• Each business unit can have just one parent business unit.

• Each business unit can have multiple child business units.

• CRM security roles and users are associated with a business unit. You must assign every user to one (and only one) business unit.

• You can assign a team to just one business unit, but a team can consist of users from one or many business units. Consider using a team if you have a situation where users from different business units need to work together on a shared set of records.

In This Topic

Create a new business unit

Change the settings for a business unit

Change the business unit for a record

Create a new business unit

1. Go to Settings > Security.

2. Choose Business Units.

3. On the Actions bar, select New.

4. In the Business Unit dialog box, type a name for the new business unit. CRM automatically fills in the Parent Business field with the name of the root business unit.

   

5. If you want to change the parent business unit, select the Lookup button , Look Up More Records, and then do one of the following:

   • Select an existing business unit from the list.

   • Create a new parent business unit:

     1. Choose New, and then add the information for the new parent business unit in the Business Unit dialog box.

     2. When you’re done adding information, select Save and Close.

     3. In the Look Up Record dialog box, select Add.

6. In the Business Unit dialog box, fill in any of the other optional fields, such as the Division, Website, contact information, or addresses.

7. When you’re done making entries, select Save and Close.

Change the settings for a business unit

1. Go to Settings > Security.

2. Choose Business Units and then select a business unit name.

3. In the Business Unit dialog box, do one or more of the following:

   • Modify the data in one or more fields.

     Note

     You can’t change the name of a business unit or delete a business unit after it has been created. You can disable a business unit or change the parent, however. When you disable a business unit, all users and teams associated with the business unit are also disabled.

   • Make a selection on the Actions menu. For example, to change the parent business unit, select Actions, and then Change Parent Business.

     Note

     Changing the parent business removes security roles for users and teams associated with the business unit. You must reassign them.

   • Select a record type under Organization to see a list of related records. For example, select Users to view a list of users in the selected business unit or to add a New User to the business unit.

4. When you’re done making changes select Save and Close.

Change the business unit for a record

You can change the business unit for an individual facility, equipment, or user. By changing the business unit for a user, you remove all security role assignments for the user. At least one security role must be assigned to the user in the new business unit. More information: Security roles and privileges

Change the business unit for facilities or equipment

1. Go to Settings > Business Management.

2. Choose Facilities/Equipment.

3. Select the Name of a piece of equipment or a facility.

4. In the Facility/Equipment dialog box, on the Actions menu, choose Change Business Unit.

5. In the Change Business Unit dialog box, use the Lookup button to select a new business unit, and then select OK.

6. Select Save and Close.

Change the business unit for a user

1. Go to Settings > Security.

2. Choose Users.

3. Select a user name.

4. On the More Commands (…) menu, select Change Business Unit.

5. In the Change Business Unit dialog box, use the Lookup button to select a new business unit, and then select OK.

See Also

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

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