Share fields between different Business Units but not records

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We are planning to use the same entity of CRM online for our UK and Netherlands businesses. CRM online has been set-up and is being used in our UK business. I would like to provide our Netherlands business with access to our set-up and fields, but not the UK records/data. I also don't want the Netherlands business to see the UK records/data. I have set-up two Business Units. How do I achieve the field sharing, but not record/data sharing?

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Walespop 520 on at

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Hi Mike,

If I understand what you mean, you are interested in sharing the metadata of the entity but not the records? That is, just information about some fields in the entity. I'm I right?

Another interpretation of your question is , you intend to have Netherlands data separate from UK data using the same entity?

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Community Member on at

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Hi, yes that is correct. Do you know how I can do this?

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PS 23,577 on at

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Go to settings>.security>>users>>change business unit of Netherland users to 'netherland'>>assign them security roles at BU level only and they will not be able to see UK data.

Understand Security Roles here:crmbook.powerobjects.com/.../security-roles

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