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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Parent/Child Business ...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Parent/Child Business Units

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Posted on by Bahalzamon 2

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.

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  • Verified answer
    Saeid G Profile Picture
    Saeid G 144 on at

    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.  

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