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Session Id :
Microsoft Dynamics CRM (Archived)

Issue with Business Units

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Posted on by 245

Hi all,

Kindly suggest me to design the BU ,

81638.Capture.PNG

My Parent BU have 3 teams-QA,BO and Employee.

When the case is created based on case type BO team member will assign directly  to respective Sub department Team(ex.subDepartment 1).

Once subDepartment completes they have to assign it to Parent BU while he clicks on assign he should only see the parent team to select not other teams. Not to Department 1 .whereas Department 1 will have only One member who will just monitor.

Also i want to automate the status as forwarded when it is assigned to sub department by BO. 

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  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Issue with Business Units

    You have to create a workflow that assign a case to BO team as per case type.

    It is not possible that user who assign case will see only parent team but we can force user to not select other teams.

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