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Business Unit Security Question

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Posted on by Sam Conroy

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Hi All,

We have a strange request where a setup with 10+ Business Units require a single business unit to be able to access a small sub-set of cases owned by another business unit.

So the scenario is as follows:

Business Unit A manages cases for all.

Business Unit B would like to see Cases raised for them under an Account that sits in their Business Unit.

The current configuration for the security roles is set to not allow to each unit to see each others records (outside of Unit A which is the parent).

It doesn't look like Hierarchy Security will work, nor will regular security role settings, so does anyone else have a suggestion? The work around at the moment is to use a holding user (within Business Unit B) as the case owner but this is far from ideal as you can imagine.

Cheers!

Sam

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Microsoft Dynamics CRM

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PerezAguiar Microsoft Employee on at

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Hey!

About an access team?

https://learn.microsoft.com/en-us/power-platform/admin/manage-teams#types-of-teams and https://learn.microsoft.com/en-us/power-apps/developer/data-platform/use-access-teams-owner-teams-collaborate-share-information for more details, but seems exactly what you're looking for

Regards,

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Tom_Gioielli 2,792 Super User 2025 Season 2 on at

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Can you assign a security role from Unit B to the users in A, but set the access rights on the case table so they can only see records at the individual user record? With that, they should not be able to see any other cases in Unit B unless it has been specifically assigned to them.

Not the easiest from a maintenance perspective, but I think that would work.

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Nitesh Raj 188 on at

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Hello Sam,

I have few suggestions,

1. Use Teams:

Create a Team in Business Unit B.

Assign relevant users in Business Unit B to this Team.

Share the specific cases owned by Business Unit A with this Team

if you don't want to share the cases manually, use workflow or flow to assign the cases to that team, or just assign to BU B. (don't even need to create a team)

Hope this helps you, if I were you, i would have created one flow (on create "case") that will check requirements (e.g., account own by BU B), then assign it to BU B or a specific team.

If it helps you consider approving the answer.

Regards,
Nitesh

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