Business Unit of Record

(0) Share

Report

Posted on by Olegof

We have 3 business units. Records owned by userd or teams. What is the best solution to define for which business unit the record belongs.

All responses (4)

Answers (1)

Verified answer

LuHao 40,872 on at

Like (1)

Report

RE: Business Unit of Record

Hi Olegof,

So you would like to give records an identifier to distinguish their business unit, right?

In this case, your solution is feasible.

In addition, records have an OOTB field "Owning Business Unit", it shows the business unit of the record Owner, but it is not searchable and cannot be added to the form or view. So create a custom Business Unit lookup field and use the workflow to copy the value of "Owning Business Unit" to it.
Suggested answer

Olegof 35 on at

Like (0)

Report

RE: Business Unit of Record

Thanks,

The idea was to use owningbusinessunit. But it is not usable field for internal purposes only.

So the solution we chosen to add field of BU and populate it with workflow at creating and assigning record.
Suggested answer

LuHao 40,872 on at

Like (1)

Report
RE: Business Unit of Record

Hi Olegof,

Specifically, the record belongs to its owner.

Both the user and the team have a Business Unit field, which means that you must select a business unit for users and teams when you create them.

The following examples illustrate business units in the security role.

Entity X has a record, its owner is user A who belongs to business unit B.

If users belonging to business unit B has "Business Unit "level or higher permissions for entity X, they can read and edit this record.

If users belonging to business unit B has "User "level or lower permissions for entity X, they cannot read and edit this record.

Business unit B is subordinate to business unit C.

If users belonging to business unit C has "Parent: Child Business Units "level or higher permissions for entity X, they can read and edit this record.

If users belonging to business unit C has "Business Unit "level or lower permissions for entity X, they cannot read and edit this record.

Business unit B is not subordinate to business unit D.

If users belonging to business unit D has "Organization "level permissions for entity X, they can read and edit this record. Otherwise, they cannot read and edit this record.

For security roles, please refer to this document: https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges
erhan.keskin 2,247 on at

Like (0)

Report

RE: Business Unit of Record

Hi,

This seems a very generic question, so i believe these links would help to understand the concept;

Security model of Customer Engagement

DYNAMICS 365: Creating your Security Model

Security Best Practices in Dynamics 365

Regards,