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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change Security Role B...
Microsoft Dynamics CRM (Archived)

Change Security Role Business Unit

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Posted on by kashiffayyaz 15

I want to change business unit of "sale person" security role.  But i am not understanding how can i do this.

Secondly if i copy an existing security role, it automatically set Root Business unit for newly created security role and won't allow to change.

Any suggestions

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Security Roles are Hierarchical. That means that by default, when you create a Security Role in CRM, it creates that Security Role in the Root Business Unit, and that security role is available all throughout the organization for all Business Units.

    If you created a Security Role at the root level, and you want to modify one of the child business unit security roles, you will not be able to do that, as they are inherited security roles.

    You can however create a security role at a child level, but that will only be available at that level, and it's children, not at a higher level.

    When you copy a security role, it automatically assigns the Business Unit, to the Business Unit where you are copying from.

    If you are copying from childBusinessUnit1, the new copied security role will have childBusinessUnit1 as its security role.

    Saying that, there is no real way for you to change the Business Unit of a Security Role. I am not sure and have never tried that, but it might be possible using the SDK, but I don't think so as this seems to be the way the system is designed.

  • iruser2 Profile Picture
    iruser2 2,048 on at

    How do you;

    "You can however create a security role at a child level"

    The training and documentation is quite clear in saying copy an existing security role.  If all the roles start at the root, and copying also copies the business unit, then you can never get to a child level business unit without making a security role from the very beginning with no copying.

    thanks!

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