Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
Recently came across a default CRM behaviour. Can some one please explain why CRM don't allow users to set Security Role as 'User' , 'Business Unit'or 'Parent:Child Business Units' for following entities.
3. Sales Literature
How to sort out this problem if business don't want to share products with in different Business Unit?
Thanks & Regards
These are organization owned entities that's the reason it does not allow you to set privileges by BU or user level
Does it mean that there is no way to have distinct products for different business Units?
That's correct. You can not have product based on business unit , products are defined at organization level. If you want to restrict products based on the Business unit create different price list and ask users to use right price list . Price list also organization entity and you can't restrict access based on business unit.
Thanks for explanation Chitra. Cheers
Yes, you are right
And as well the Price List.
And this is one of the most wanted requirement from client to have multiple Price List ownership.
It is because if you notice in the Entity Setting, the Ownership type is Organization not User or Team.
Business Applications communities