{How to} Enable record ownership across Business Units in Dynamics 365

Today I am going to show how to enable record ownership across Business Units in Dynamics 365.

Let's get's started.

Normally User A from Business Unit A with Role Y - All contacts of the Business Unit A.

User B from Business unit B with Role Y - access - All contacts of the Business Unit B.

Here the USER A can not Contacts of Business Unit B vice versa.

This is usually called a hierarchy structure security.

With introduction of the Modern Matrix data access structure (Modernized Business Units)

Customers can use an organization structure where data is compartmentalized in a tree-like hierarchy, and users can access any business unit's data regardless of what the business unit the user is assigned to.

When we associate a user with this environment, we can set the user to be in one of the business units.

For each business unit that a user needs to access data, a security role from that business unit is assigned to the user.

When the user creates a record, the user can set the business unit to own the record.

Let's see an example:

User A can be assocoated with any of the business units, including the root business unit. A security tole Y from Divison A is assigned to user A which gives the user access to Contact #1 and Contact #2 records.

A security role Y from Division B is assigned to user A which gives the user access to Contact #3 record.

How to enable this feature?

Set the environment and then settings > Features:

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

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