MS CRM Security role Multiple BU

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Posted on by yosera

Hello,

I have a CRM organisation with multiple BU and sub BU :

Example : i have CRM Principal (Organisation ) and BU Sales et BU Marketing et BU service and SUB BU for example for BU SALES i have two BU BU SalesA and BU SalesB ,

i want a manager user in BU sales for example have a read access to all sub BU ( sales A and SalesB )

SO i added my user in BU SALES and a give a read access for my user to organisation ( for Account entity in example) but in this case my user see all accounts record in CRM organisation which for BU Marketing and BU Service.

SO how can i give the read access for my user for bu sales and sub bu ( sales A and sales B) and prevent the read access to anather BU.

any idea can help me please

Thanks

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yosera 15 on at

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RE: MS CRM Security role Multiple BU

Hi

Parent-child access level doesn't work for this case
Ryuzo Tanabe on at

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RE: MS CRM Security role Multiple BU

Hi yosera,

Did you get the expected results from adding privileges to user?

If adding privileges to a user doesn't work as expected, I recommend raising support tickets for investigation.

Thanks
David Jennaway 14,065 on at

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RE: MS CRM Security role Multiple BU

You should add the user to a security role that has Parent-Child access level. This will give access to records in their BU and sub BUs, but not others