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Microsoft Dynamics 365 | Integration, Dataverse...
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Changing Business Units

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there are 3 business units, the main with 2 children.
 
 
I have a user that is primarily part of business unit Child A and through team permissions the same permissions on Child B.
the user can create, save, edit, delete of those records, but when she attempts to change the Business unit from Child A to Child B or vise versa she recieves an error stating she does not have permissions.
 
what i am wondering is what sort of permissions do i need to grant to these users?
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  • Bahalzamon Profile Picture
    on at
    Changing Business Units
    They do have from what I can tell the proper set of permissions:
     
    I don't want them to edit, delete, or create new so the above I would think would be perfect as they are relating records to it it and the ability to read them.
  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    Changing Business Units
    Hi Bahalzamon,
     
    If you are using the /owning Business unit/ field, you need to grant the user /Business unit/ privileges.
     
    If my answer was helpful, please click Like, and if it solved your problem, I hope you can verify it to help other community members find more.
    Please feel free to contact me if you have any further questions.
    Regards,
    Haig

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