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Parent Business keeps auto filling the new business unit

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Posted on by AT-15050947-0

Version: Microsoft Dynamics 365 Version 2104 (9.1.24.11) (DB 9.1.24.11) on-premises

We have been using Dynamics CRM since 2015, and have a business unit called London which until now has been the only business unit on our system. Everything is set up and assigned to London.

I have recently created a new business unit called Ireland.

I want to create a new parent business unit called Europe, which would be the parent business unit of London and Ireland.

However, whenever I try to create Europe without a Parent Business, it automatically fills in London as the Parent Business. I cannot change it to anything else.

I cannot set the Parent Business of London to Europe as London is the parent of Europe.

How do I get around this? or stop it setting the Parent Business automatically?

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Leah Ju Microsoft Employee on at

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Hi，

Based on your description, the 'London‘ is the root business unit.

The value of its "parent business" field can be null because it is the top level.

https://learn.microsoft.com/en-us/power-platform/admin/create-edit-business-units#legacy-experience

And it will be populated in the parent Business field automatically when you create one new, which is by-design.

As one workaround:

Re-create new BU named 'London', but the Europe Bu need be populated with original root BU。

My example:

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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AT-15050947-0 9 on at

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Hi Leah,

Thank you for your reply, I understand why I need to do that. What I'm planning on doing is:

Renaming London to "Root CRM"

Creating the BUs Europe, London, and Ireland.

Root CRM would have Europe as a child.

Europe would have London and Ireland as a child.

I can see I can re-assign records, users, and teams to London. Do I have to re-assign custom entities and processes to London too? I want to make sure I don't miss reassigning anything.

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Leah Ju Microsoft Employee on at

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Hi,

Just in case, you can reassign all.

And something else to keep in mind: if a user's or team's BU is modified, don't forget to reassign them security roles!

https://learn.microsoft.com/en-us/power-platform/admin/create-edit-business-units#change-the-business-unit-for-a-user

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