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Microsoft Dynamics CRM (Archived)

Import data by business units

Posted on by 170

In our Dynamics 365, we have two business units that belongs to the organisation.

There are no common records allowed between those business units. 

How can I import data assigning records to a specific business unit ? 

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Import data by business units

    Hi,

    If your all the users are already available in CRM in their respective business unit, you can import data with their owner correctly set, so it will divide the data in the business units accordinly.

    Hope it will help.

    Thanks

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