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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Multiple BU Best Practice

(0) ShareShare
ReportReport
Posted on by 2

First I am still somewhat new to BU's, but I have 3 BU's on a fresh environment. There are several users in each BU within teams, all is good.

How are things handled when there is someone that is in a supervisory type overview where they can view all business units and they go to create records? It will assign to the parent of the 3, how do I ensure the record is assigned to a specific BU?

Each BU will have their own security roles, forms, and menu groups.

Is there a way to assign to a specific BU dependent on the form that is used? or even better what menu set is selected?

Any information/questions are welcome.

I have the same question (0)

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
11manish Profile Picture

11manish 174

#2
ManoVerse Profile Picture

ManoVerse 58 Super User 2026 Season 1

#3
Niki Patel Profile Picture

Niki Patel 42

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans