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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Assign record to user ...
Microsoft Dynamics CRM (Archived)

Assign record to user who belongs to different business unit.

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Posted on by Mihir Kadam

Hi,

Consider following scenario.

Two business unit mkadam2(Root business unit) and child business unit Mumbai

One user lets say subhash belongs to mkadam2 business unit and another user Sagar belongs to Mumbai business unit.

both user have same security role4375.Capture1.PNG

consider Department entity. Assign has business level access ,means subhash can assign record to user within same business unit.

Subhash created new record .click on save.assign to sagar who is belongs to different business unit.

Before assign

2867.Capture2.PNG

After assign

4745.Capture3.PNG

Record is assign to sagar then CRM showing access denied error.

Capture4.PNG

Now record is assign to sagar which is logically incorrect. can any one find solution for above problem.

*This post is locked for comments

  • Suggested answer
    DH kumar CRM Profile Picture
    DH kumar CRM 1,345 on at
    RE: Assign record to user who belongs to different business unit.

    Hi Kimaya,

    You need to specify here which one is Root BU and child BU and what level of access to which user which will help to solve better.

    And also check whether record is assigned or shared because of reasons        

    For sharing - SHARE. This right is required by the person doing the share operation.READ. This right is required by the person doing the share operation and also by the person with whom the record is being shared.

    For Assign- ASSIGN , WRITE , READ can be done with access rights.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assign record to user who belongs to different business unit.

    Hey Guys.. I have a similar problem..I have 2 business units named 'WithSubordinates_1' and 'WithSubordinates_2'.

    Added to different users to these business units respectively. Both the users have the same role. I assigned the leads of user in 'WithSubordinates_1' business unit to a user with the 'Withsubordinates_2' business unit. But it does not allow  user with 'WithSubordinate_2' business unit to modify the values in the fields. Kindly help.

  • Talsim Profile Picture
    Talsim on at
    RE: Assign record to user who belongs to different business unit.

    Glad to help!

    Tal

  • Mihir Kadam Profile Picture
    Mihir Kadam on at
    RE: Assign record to user who belongs to different business unit.

    Hi Tal Simon,

    Thank you for your response. Problem is solved.

    Just giving business level access to read privilege of USER entity.

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: Assign record to user who belongs to different business unit.

    Hi Kadam,

    "Consider following scenario.

    Two business unit mkadam2(Root business unit) and child business unit Mumbai

    One user lets say subhash belongs to mkadam2 business unit and another user Sagar belongs to Mumbai business unit."

    Brief answer, If you want to allow Subhash (Root BU) can assign his record to Sagar (Child BU), you need to increase to Parent Business Unit.

    Unless you want to assign from Subhash (mkadam2) to ABC in mkadam2 as well.

    Hope this helps!

    Thanks.

  • Verified answer
    Talsim Profile Picture
    Talsim on at
    RE: Assign record to user who belongs to different business unit.

    Hi,

    Your Logic has a flaw.

    you said : "Assign has business level access ,means subhash can assign record to user within same business unit."

    which is INCORRECT.

    Assign has business level access, means subhash can assign records that are CURRENTLY OWNED by users from HIS business unit

    not ASSIGN TO.

    in order to solve the issue, on USER RECORD access right, either change the READ priv to Business unit level (which means that he can only see users from his own BU)

    OR

    on the USER RECORD change the APPEND TO access level to Business unit level (which means that if he has organization level read, he could see all users but he cannot append users from other business units to any record.

    Cheers,

    Tal 

  • Balamurali Srinivasagan Profile Picture
    Balamurali Srinivas... 300 on at
    RE: Assign record to user who belongs to different business unit.

    Hi Mihir,

    Thanks for clarifying question again.

    I think the database is not update with the new owner due to the error and it’s just the UI shows the new user on the lookup. Do you see the owner as Sagar even after refreshing the form or on the list view?

    Regards,

    Balamurali

  • Mihir Kadam Profile Picture
    Mihir Kadam on at
    RE: Assign record to user who belongs to different business unit.

    Its online mscrm, so i don't have access to Database. If i give parent-child business unit access level then it will not throw error.That is correct.  My question is if two user have same security role belong to different business unit and assign privilege has business level access then that user should not assign record to user who belongs to different business unit. hope question is clear now. If user try to assign record then it will throw error. But in current scenario crm throw error after record assign to user.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assign record to user who belongs to different business unit.

    If you have access to the database, run the query:

    SELECT ObjectTypeCode,Name FROM EntityView where ObjectTypeCode = 10010

    to make sure that the error is related to the Department entity itself.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assign record to user who belongs to different business unit.

    Try giving Append / Append To privileges to Organization level, and also try other privileges for this entity. Like that you can use trial and error method to find the exact privilege which is missing. Once the error is gone, gradually decrease the privileges.

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