Can you set the BU (Business unit) to Accounts?

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Posted on by JKR

I would like to set accounts to different BU, I have looked at customization of account but it does not give the BU as an existing attribute. It will be very helpful if I could allocate a BU to accounts? Any ideas?

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JKR 5 on at

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Re: Re: Re: Re: Can you set the BU (Business unit) to Accounts?

thanks for your help

it is working
Yaniv Arditi 3,990 on at

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Re: Re: Re: Can you set the BU (Business unit) to Accounts?

From the Account entity customization form, select the N:1 relationships, create a new relationship and select the Business Unit as the primary entity.

Hope this helps,

Yaniv Arditi
http://blogs.microsoft.co.il/blogs/rdt/
JKR 5 on at

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Re: Re: Can you set the BU (Business unit) to Accounts?

Thanks

i am trying to do 1:N relationtip from accounts form. but it dose not give me the option to select BU as the Related entity? can you guide me a bit more?
Yaniv Arditi 3,990 on at

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Re: Can you set the BU (Business unit) to Accounts?

Hi,

You can't use the OwningBusinessunit attribute, but in MS CRM 4.0 you can create a new 1:N relationship between the Account and the Business Unit entities, so that one Business Unit can be related to many Accounts. This relation will add a new Lookup field in the Account entity, which you can add to the Account form.

Hope this helps,

Yaniv Ardtiti
http://blogs.microsoft.co.il/blogs/rdt/