Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

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

Parent/Child Business Units

(0) ShareShare
ReportReport
Posted on by

I have a user that needs access to 2 business units which I can grant by making them part of the parent business unit. But then they must assign the record to a specific business unit once created on all of their entries. Is there an easier way?

The only idea is have had is having a choice field where they select what Business Unit this will be assigned too and using either JS or Power Automate to update it on save.

  • Verified answer
    Saeid G Profile Picture
    Saeid G 144 on at
    RE: Parent/Child Business Units

    You may consider using new Modernized Business Unit released this year

    learn.microsoft.com/.../modernize-business-units

    powerapps.microsoft.com/.../

    www.youtube.com/watch

    In this new model Owning Business Unit record is identify which BU owns the record rather than the old model that was Owner.

    Simply add the Owning Business Unit column to the form. Default will be filled as your current business unit but you can change to another business unit if you want to.

    Hope this help.  

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

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

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans