web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Users under multiple B...
Microsoft Dynamics CRM (Archived)

Users under multiple Business Units

(0) ShareShare
ReportReport
Posted on by Gordon Pratt 40

I'm brand new to Dynamics and I'm setting up my organization.  My organization has a number of individual business units, each with a sales staff, which I have easily created in Dynamics.

However, we also have some international salespeople who represent a number of business units and need to maintain CRM data in each for reporting and pipeline reviews.

How do I set this up?  Do the international salespeople get put under a separate business unit?  Do I put them under the parent company?

Advice appreciated!

Gordon

gordon.pratt@cobham.com

*This post is locked for comments

I have the same question (0)
  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    It depends on how restrictive the security roles are. If the international salesperson role is such that they can see everything, they can go anywhere you like. So, for example, you may want to put them in their appropriate BUs for reporting purposes but relax their security so they can see all records. Alternatively if their security is such that they can see BU+child records, you could put them in a parent BU and adjust your reports to accommodate this. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • Gordon Pratt Profile Picture
    Gordon Pratt 40 on at

    Thanks, Leon.  So, if I have Company A and Company B in the US under Parnet Company, and Jim works for Company C in the UK under Parent Company, Jim can add and edit UK sales activities associated with products from Company A or Company B at will, which will then show up under Company A and Company B unit report?

    If this is true, how do I set him up?  Do I have to add Company C as a business unit? Or, can he just be listed under Parent Company?  Will I be asked at some point to specifiy permissions for which business units he can contribute to?

  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    By products, I'm guessing you mean opportunities. The ability for Jim to edit records is essentially defined by the roles associated to his user record and the 'sphere of influence' of those roles. So, for example if Jim has a role of 'International Salesperson' associated to his user record and this role is permitted to edit all opportunities in the system, the business unit and owner of the opportunity is irrelevant. For reporting purposes, you'd report based on the opportunity's owner and the business unit that owner is attached to. Have a play with the VPC and this should start to make sense. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • Pedro Hermida Profile Picture
    Pedro Hermida 75 on at

    We have a similar siutaion as Gordon. In addition to his request, we need to produce reports of the Sales made by each BU, meaning to see CLOSED , invoiced deals made by the sales teams of each BU.

    Any advice?

  • Suggested answer
    Leon Tribe Profile Picture
    Leon Tribe 7,034 on at

    I'm fairly sure there is a field in the back end of user-owned records called owning business unit which is populated based on the user/team in question. This should help.

    Leon Tribe

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans