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Microsoft Dynamics CRM (Archived)

Restricting child BU Records

Posted on by Microsoft Employee

Hello Folks!

I have a requirement, Scenario is, I have 1 BU as GSS and it has multiple child BU(Ex: India Banking, MA Banking, India Finance BU, Ma Finance)

I want to My GSS BU user can read only Child Banking BU Records(Only Banking BU Records not Finance BU Records)

Do anyone know how to achieve this?

Help would be appreciated!

*This post is locked for comments

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Restricting child BU Records

    Hi Seshan,

    I hope you should be able to implement your requirement using position hierarchy. You need to setup positions and need to manage records access through hierarchical security instead of parent child bu access.

    technet.microsoft.com/.../dn832142.aspx

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