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Customer experience | Sales, Customer Insights,...
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Business Unit Scoping

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Posted on by 11
Has anyone turned on Business Unit Scoping in D365 Customer Insights - Journeys?
 
The ability to silo journeys, segments, emails etc. by business unit is what I'm after, however, it comes with the added 'benefit' of restricting access to contacts and leads by the business unit you are assigned to also, which is not what I want.
 
When using a single instance of D365 Customer Insights - Journeys for multiple functional areas, it would be nice to be able to filter what users can and cannot see, without affecting their ability to marketing to the entire contact base.
 
Ordinarily I would use security roles to control access at the BU level where I needed it, however, D365 Customer Insights - Journeys does not work this way.
 
Just curious to know if anyone has come across this scenario before.
 
I have the same question (0)
  • Vahid Ghafarpour Profile Picture
    12,204 Super User 2025 Season 2 on at
    One potential workaround is to use custom security roles and filters to control access at a more granular level without enabling Business Unit Scoping. This way, you can manage visibility and access without affecting the entire contact base.
     
  • MR-16110120-0 Profile Picture
    11 on at
    Standard security roles don't work with Customer Insights - Journeys.  If you set CRUD rules on the msdynmkt_email or msdynmkt_journey entity to BU level access, users will NOT see any emails (event the ones assigned to their BU) or be able to edit the journeys in their BU. 
     
     

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