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Greetings! I'm fairly new to Dynamics and just looking for some clarification. I couldn't find anything super specific on this.
My organization was set up by a third party for the Sales Hub/Sales Team Member apps, so we have a root BU we've been working out of for a year or so now.
New divisions/departments in our company are starting to make their transition into Dynamics as well so I've been working on creating separations for the company via business units. The first problem here is if I create a new child business unit for a new department (call them Child A), everyone currently in Dynamics (Root BU) would be able to see their data because we are sitting at the root level. I'm trying to remove the original department from the root BU and put them in a child BU, leaving the Root BU for people like VPs or something.
What I need to know is:
If I want to restructure, how do I move everything currently going on in our root BU to a new child BU? Will I lose any data, security roles, etc by doing this?
My assumption is I just need to move all the users from the root into their new child BU, which will then keep them and their data separated from any other child BUs of the root BU. Security roles are at the Org level so I think I can just keep using those, and create "hidden" copy versions of them for BU specific security?
Any direction here is super appreciated!
Hi CrazyRobotMan,
For each department you need to create a new business unit underneath the root business unit. You will then need to modify your security roles so that they provide key privileges at the business unit access level instead of the organisation access level. The last step will be to shift users and their data from the root business unit into the new child business units and assign appropriate security roles to users.
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