Dynamics Community Forum Thread Details

How to give a user access to records of multiple Business Units that are not under the same Parent?

Hello,

I have created the 13 Business Units shown below in Dynamics with the Parent-Child hierarchy between them being as shown in the diagram.

Ex: Company A is the Parent Business Unit of Business Units: Company B, Company C, Company D, and Company B is the Parent Business Unit of Business Units: Company B - UAE, Company B - Cyprus, etc.

User 1 is assigned Business Unit Company B and hence has CRUD rights on records of its child BUs: Company B - UAE, Company B - Cyprus, and Company B - KSA, but does not see records of the child Business Units under Company C and Company D.

The problem is:

1) User 2: Is assigned BU Company C, and hence should have CRUD rights on records of all its child BUs, but User 2 is also the Manager of Company D - Lebanon and should also have CRUD rights on its records. I cannot assign 2 Business Units to a single User.

2) User 3: Is an Area Manager over UAE, so this User should have CRUD rights on records of the child Business Units: Company B - UAE, and Company C - UAE. Again, I cannot assign 2 Business Units to a single user.

Is there a way to solve this issue regarding Users 2 & 3? I need to give them access to multiple BUs that are not under the same parent BU. I have been stuck on this and I would highly appreciate any help regarding this issue.

Categories:

Accounts or Contacts

In Context Experience

Leads or Opportunities

Suggested Actions

Application

Other

Quotes / Orders / Invoices

Quick Links

Leaderboard