Business Unit Hierarchy and one-off access for some users

(0) Share

Report

Posted on by JoeyD

I'm relatively new to Dynamics 365 CRM, but I can't seem to find a direct answer to this.

So let's say I have my Business Unit hierarchy set up like this:

My Company (Root)

North America (Parent)
- BU-NA1
- BU-NA2
- BU-NA3
Europe (Parent)
- BU-EU1
- BU-EU2
- BU-EU3
Asia (Parent)
- BU-AS1
- BU-AS2
- BU-AS3

Most users fall neatly into this setup. They either need access to a specific BU or to one of the parents. But I have a few users who need access to a parent and a one-off BU, or simply two (or more) specific BU's that do not fall within the hierarchy.

1) I have a user who should have access to North America, plus one business unit in Asia (BU-AS1) - what's the best way to set this up?

2) Similarly, I have a user who should have access to business unit BU-EU1 and BU-AS2 only - what's the best way to set this up?

Thanks!

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Nya 29,064 on at

Like (0)

Report
Copy link

Link copied!
Hi,

I think you need to know the following points:

Business Units can be parent and child, i.e. North America, Europe, Asia in your description can also be created as Business Units.

The access level for security role: Security roles and privileges - Power Platform | Microsoft Docs.

The owner team and the access team: Use access teams and owner teams to collaborate and share information (Developer Guide for Dynamics 365 Customer Engagement (on-premises)) | Microsoft Docs

With your understanding of the above points, your issue can be handled like:

The user A belongs to Business Unit - North America and has a security role with Deep level. At the same time, the user A is a member of the access team to BU-AS1.

The user B belongs to BU-EU1 and has a security role with Local level. At the same time, the user A is a member of the access team to BU-AS2.

Was this reply helpful? Yes No