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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Business Unit Customiz...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Business Unit Customization

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Posted on by CRMQQ

Hi,

I have two business units A and B. 

Now, these two units have different sales managers and what I want is that the sales managers for these two units should not be able to view the other unit's data. But within the unit, the sales managers should be able to view/modify each other's data. Only CEO and the sales reps will have complete access to data across both the units.

 I don't have so much idea about BUs. So, I don't know how can I achieve this. 

Any help would be appreciated.

Thanks

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  • Suggested answer
    Ricardo Gimenez Profile Picture
    Ricardo Gimenez on at

    Hello,

    In order to achieve this, you must define the security level (privilege) to "Business Unit" for a role (assigned to manager) and the manager cannot be part of a Team that owned a record or even by an ownership of a record that is under other BU.

    For example, you have a manager into BU A with a security role that allows read at business unit level for Opportunity entity. So this manager is able to see (read) all Opportunities into his BU, however if he owned an Opportunity record in the other BU, he will be able to read this too.

    From my understand, you main concern here should be the privileges assigned into security roles configured for each Manager, Sales Reps and CEO. Please, check this article for more details about security model:

    docs.microsoft.com/.../security-concepts

    Please, let me know if you need a real sample and I try to develop one and send the prints.

    Thanks,

  • KFlanagan Profile Picture
    KFlanagan 8 on at
    Hi CRMQQ, 
     
    I would say if you want some sales reps to have access to both BU's and some only to access within the BU. 
    You would want to see the business will scale to want to add more BU's in the future and can the way you set these first few work as you scale the business. With that being said, I would recommend having security roles that stop access at the BU level. When you create a BU you set a parent BU, once you have done that you can then grant the users access who should see all the data between those 2 BU the security role level of Parent / Child BU.
     
    As a side note when you are creating a security role the level of access is generally none / User / BU / Parent Child BU / Org. 
     
    I do think you should learn more about the security of custom security roles and How Users and teams interact with Roles along with business units

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