Skip to main content

Notifications

Microsoft Dynamics CRM forum
Suggested answer

Security roles, business units and Teams with read only on another business unit

Posted on by Microsoft Employee

Hello all, 

Here is my problem : 

I have a business unit USA with two child business units : USA West and USA East. I have in BU USA West, User 1 and in USA West, User 2. 

User 1 should be able to create and write records belonging to his BU (so created by him for now since he is the only one), and he should also be able to READ ONLY records of BU USA.

So he should see records of his BU (USA WEST) and record of USA EAST but in read only. 

I want the same behavior for User 2. 

how can I achieve this ? Should I assign User 1 to BU USA and in his role, put the "create" and "write" on user only and the "read" on Business unit privilege ? Should I use a team and create 2 roles ? 

If anyone could help me it would be great ! 

Thank you

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,750 on at
    RE: Security roles, business units and Teams with read only on another business unit

    If you need to cross to another branch in the Business Unit structure, you add a new Team to the BU in the other branch (the one that is not the users default), assign a Security Role to that team with the required privileges (e.g. read business unit), and then assign the Team to the user.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Security roles, business units and Teams with read only on another business unit

    It could work but I have another EMEA/ROW at the same level as the USA and I don't want users from USA to see records of EMEA

  • RE: Security roles, business units and Teams with read only on another business unit

    How about setting the security role of the BU to which the user belongs, "under my department" for create and write privileges, and "organization" for read?

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans