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Assign a business unit a different parent business

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Applies To: Dynamics CRM 2015

You can assign a different parent business to a business unit to accommodate changes in your business requirements. When you reassign a business unit, any child business units are also reassigned with it.

  1. Go to Settings > Security.

  2. Choose Business Units.

  3. Choose to select the business unit you want to change the settings for.

  4. On the Actions toolbar, choose More Actions > Change Parent Business.

  5. In the Change Parent Business dialog box, in the New parent business text box, type part or all of the name of the parent business you want to assign the business unit to, and then choose the Click to select a value for New parent business icon Lookup button.

  6. Select the record for the parent business you want to assign the business unit to, and then click OK.

See Also

Security roles and privileges
Set up a CRM organization
Create or edit a site

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