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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to Restrict the Pr...
Microsoft Dynamics CRM (Archived)

How to Restrict the Products based on Business Unit to the BU users

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Posted on by Community Member

How to Restrict the Products based on the business Unit to the Business unit users.. For example, Indian products  are not visible to the Singapore Business unit users, as Singapore Products are not visible to the Indian BU users...Please give me some solution for it..

Thanks and Regards,

Eliyas

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  • Suggested answer
    nghieppham Profile Picture
    nghieppham 4,755 on at

    Hi EliyasH,

    Please check this link for security role. www.powerobjects.com/.../microsoft-dynamics-crm-2013-business-units-and-data-silos

    You can do that by creating security role.

    Reagards

  • Verified answer
    abhishek_255 Profile Picture
    abhishek_255 1,614 on at

    Hello,

    You have to do a bit customization in Product forms and views.

    1. Add BusinessUnit lookup in Product form.

    3581.img2.png

    2. Update product views and add an filter condition for business unit in ALL product views. (To test first change it in "View: All products, Families & Bundles" view and validate)

    3581.img2.png

    Limitation:

    A. Each product should have business unit assigned.

    B. Parent business unit user cannot see products of child business unit.

    If my response helps you, please mark it as "Verified" and vote.

    Best Regards,

    Abhishek

  • Community Member Profile Picture
    Community Member on at

    Thanks Pham,

    It was useful to know the Conceptwise.Can you please suggest some idea to resolve the requirement.

    Regards,

    Eliyas

  • Verified answer
    nghieppham Profile Picture
    nghieppham 4,755 on at

    Hi Eliyas,

    According to me,

    1. I will defined all the roles first. (Check the privilege level of product is Business Unit)

    2. Customize the product form to add the business unit here. (In this case just use to test, as I remember that when we created product, default it is belong to current business unit of user - but it to check again)

    3. Check all the view of product and change the condition to check owner is equal to current business unit.

    Regards,

  • Community Member Profile Picture
    Community Member on at

    Thanks Abhishek and Pham,

    As above you suggested would gave an idea .

    Regards,

    Eliyas

  • Varun Singh Profile Picture
    Varun Singh 943 on at

    Hi can anyone please help me in this: How can we restrict Product (BU1)  should not be seen by Other Business Unit user (BU2) in ADVANCED FIND.  

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