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Microsoft Dynamics CRM (Archived)

Create records for different business units

Posted on by Microsoft Employee

Hello,

We want the following:

We want one user belonging to a parent business unit to be able to read, create and edit leads and opportunities belonging to a different business unit.

For example:

User A belongs to the root Business Unit. There is also a child business unit. User A wants to create a new lead of opportunity in the child business unit that is not visible in the root business unit. Is this possible?

*This post is locked for comments

  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Create records for different business units

    Hi,

    Try changing rights in security role of User A to Business Unit only on Read and on Creation set Parent Child Business Unit rights and then check

    Mark answer as verified, if it works for you

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