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Customer experience | Sales, Customer Insights,...
Answered

Can I change the root Business Unit's name?

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Posted on by 267

Will it cause me any issues if I change the name of the root business unit? Or is it just a label?

Thanks.

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  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hello Michelle,

    You can't rename this. Please see these threads:

    community.dynamics.com/.../449999

    community.dynamics.com/.../crm-2016-how-to-rename-the-default-business-unit

  • MichelleM Profile Picture
    267 on at

    Thanks, I had seen those articles but those threads are quite old so I wondered if things had changed more recently.

    I came to ask because I am able to click on the Business Unit to open the edit window and the save button appears to be active.

  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at

    Hi Partner,

  • Verified answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    You can rename them using small customizations tweak.

    The Parent BU field requirement has to be modified before renaming the root BU.

    https://crmbusiness.wordpress.com/2016/05/05/crm-2016-how-to-rename-the-default-business-unit/

  • MichelleM Profile Picture
    267 on at

    That's really helpful, thanks all.

  • Arun Vinoth Profile Picture
    11,615 Moderator on at

    As a token of thanks, you can accept the answers that helped you.

  • Suggested answer
    Nick Metcalfe Profile Picture
    5 on at

    An alternative to customising is updating it via excel. You can export the Business units to excel, update the name in excel and then re-import the data to update the root Business unit name

  • Suggested answer
    Prabhakar Reddy Profile Picture
    5 on at
    • We can not edit or rename root business unit in dynamics 
  • Suggested answer
    GaryC79 Profile Picture
    on at

    As an update to this, now you can make the change directly without making any adjustments to whether the parent BU is required or not right from the maker portal.  I have Business Units inside of a solution,  I went to edit the table (see below) then made the change directly into the gird and saved.  As to whether or not you should do it, it shouldn't cause any issues assuming you don't have any code that relies on the pre-existing business unit's name.  If you do, I'd suggest updating or creating something on update.

    pastedimage1670023327721v1.png

  • Suggested answer
    Muhammad Ainuddin Profile Picture
    112 on at

    You can make the field optional using javascript too. Run in console devtool browser
    Xrm.Page.getAttribute("parentbusinessunitid").setRequiredLevel("none");

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