Sunday, September 27, 2015

Understanding Microsoft CRM Business Units

Business units are groups of users defined for security purposes. Business Units allow for scoping the access that users have into the data in CRM.  Business units are well suited to organizations that are separated into departments or divisions, and can be configured so that users cannot access data from a different business unit.

All CRM organizations have a root level Business Unit that cannot be disabled or deleted. The root Business Unit can be renamed. Below the root Business Unit can be children Business Units which can in turn be parents of other Business Units.  This allows for a tree to be configured that can match the real world organization hierarchy, or something completely different that better fits with business processes.
All users and teams(groups of users) belong to a business unit. Users and teams can be configured to have access to child business unit data.  In the above example Sub unit 2 users and teams could be granted access to Child Unit data.

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