document management folder heirarchy

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Posted on by Doyenne

Hello. I want to base the heirachy of D365 document management in sharepoint on an entity (typically starts with account then contact, case, etc). Account and contact are the only 2 entity options in advanced settings and it Is currently set at the Account level. Is it possible to start the heirarchy based on the Business Unit of the owner of the record? I have 2 business units each with their own set of clients (Unit 1 should have no access to Unit 2's client records and vice versa). The simplest thing would seem to be to start the heirarchy based on the business unit then go down from there. Is this possible and how would I make this happen?

This would allow all members of a Business Unit access to their "client" records but not those of the other Business Unit's. Currently I have to manually maintain security access settings at individual account/contact level?

Thank you