Microsoft Dynamics CRM (Archived)

Security roles and business unites - two child business units

(0) Share

Report

Posted on by csandtveit

Hi,

I'm working on a case where we want to have one parent business unit, and two child business units. Sell image below:

8535.Org.PNG

What we want to accomplish:

Users in business unit B should see all records in their own business unit, as well as those in business unit A.

Users in business unit C should see all records in their own business unit, as well as those in business unit A.

Users in business unit B and C should not see eachothers records.

Up to this point we have only had two business units, A and B, and therefore we could use Organization permission on a security role for the users in business B, however that wont work anymore as we will add another business unit. In addition, we cant use parent: child permission and set B and C as parents of A, because to my understanding we can only have one parent for a business unit.

Have anyone dealt with a similar scenario? What did you end up doing? Maybe there is someone that has any input on another way to deal with this scenario?

All the best

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Alexandr J. 246 on at

Like (0)

Report

Hi,

i don't think so it's possible solution with business units, but you can try to combine it with Teams. I don't know details about your environment so i can't provide you complete solution but for example in my environment i used owner field just for teams and where i need it i add new custom field (Officer) as lookup on user. So Account can have a team as owner and user will be Officer - in this case you can set privileges for Team like they can see just their records or his reporting hierarchy and their teams.

Hope this helps you at least a bit. Good luck with looking for solution.

Alex

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report

Hi ,

Are you facing any issue ? I believe the way you are thinking it's should work by giving security role access level parent child to the user under B, C business unit users.

I understand that BU can not have multiple parent BU . Which means here in below C can not have multiple PARENT( A, B) this is what the understanding.

A

|

B

|

C

But below structure is possible by giving parent child BU access level of the user under B,C business unit user security role.

A

/ \

B C

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

Agree with Alexandr. I doesn't seem to be possible with just Business Unit & Security role due the the face that you need multiple parent BU's. You will have to look for some alternate ways of restricting the access.

Was this reply helpful? Yes No