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Microsoft Dynamics CRM (Archived)

Adding users to a newly created business unit

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Posted on by 325

I recently created business units and now I would like to move users into the appropriate business units.  How do I go about doing this?

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  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at

    Hi,

    Go to User (Settings --> Administration --> Users), select your user.

    There will be a ribbon command : Change Business Unit:

    5557.change-Business-Unitdialog.png

    It will open new dialog to choose the Business Unit.

    *just be aware that everytime you change the Business Unit of a user, it will remove all of the security role that have been assigned to the respective user.

    Hope it helps!

    Thank you.

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