Microsoft Dynamics CRM (Archived)

Access Cross Business Units Records.

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Posted on by sars

Hi Team,

we have Two business unit 1. BusinessUnit Delhi 2. Businessunit Chennai.

How to access the BusinessUnit Delhi Sales Details in to Businessunit Chennai users.

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tctc on at

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Hi , how do you mean this exactly? You might easily set Account in the Security Role to Oganization or Create Shares or an Access Team . You may provide more detailed Information to get the best results.

Cheers

tc

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Yadnyesh Kuvalekar 4,102 on at

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Can you please elaborate more on your requirements? How are you trying to access the information? Through code or by passing business units or in CRM itself you want to know whether you can see other business unit's data or not?

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Kumar Viju 1,026 on at

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Hi,

As per your statement what i understand is "User X is in business unit Chennai and wants to access\read records from other Business Unit Delhi"

You can refer this blog for understanding the cross access of records from different business unit by Creating a New Shared Team which will act as an Join.

missdynamicscrm.blogspot.qa/.../make-user-in-crm-joining-more-than-1-business-unit.html

I will suggest you to follow the step by step approach of the blog as this will help you to make your concept crystal clear.

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sars 95 on at

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we have Two business unit.

1.BusinessChennai

2.BusinessUnitDelhi.

In BusinessUnitDelhi have Leads records.so In BusinessUnitChennai users access the BusinessunitDelhi Leads records. How is it Possible to access the records?

Thanks

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Yadnyesh Kuvalekar 4,102 on at

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Hi,

To achieve this, update security role assigned to your Chennai users and give organization level read access on lead entity to the security role.

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PS 23,577 on at

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You can use 'access teams', its easy and without any configuration. Here's how:

www.powerobjects.com/.../access-teams-in-dynamics-crm-2013

www.magnetismsolutions.com/.../configure-access-teams-in-dynamics-crm-2013

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Heba Ahmeida 20 on at

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@VJ K

Thank you for this helpful answer. It is really helping me to solve same issue

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