web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

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

Change Security Role Business Unit

(0) ShareShare
ReportReport
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

*This post is locked for comments

I have the same question (0)
  • 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!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans