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Microsoft Dynamics 365 | Integration, Dataverse...
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Business Unit Security

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Hi,

I have a number of Business units, lets say 10. 

The scenario is that 9 of these business units may create and view their own records and also be able to view records for the other 8 units too.

For the 10th Business unit I do not wish for anyone in the other 9 business units to be able to view any of the records created by the 10th business unit. 

can anyone advise of how best to achieve this?

Thank you,

Bev

  • Suggested answer
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    on at
    RE: Business Unit Security

    Hi Bluenose5709,

    You can try something like this:

    pastedimage1638344932917v1.png

    Note:

    1. Add all your users to Team A from BU1 to BU9.

    2. Assign the Team A Deep(Parent: child BUs) security role.

    3. Assign the BU10 Local(BU) security role.

    Reference:

    docs.microsoft.com/.../security-roles-privileges

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