Create or edit a business unit to control access to records
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
A business unit is a logical grouping of related business activities. Use business units together with security roles to control data access so people see just the information they need to do their jobs.
Keep the following in mind when creating business units:
The organization (also known as the root business unit) is the top level of a Microsoft Dynamics 365 business unit hierarchy. Dynamics 365 automatically creates the organization when you install or provision Dynamics 365. You can’t change or delete the organization name.
Each business unit can have just one parent business unit.
Each business unit can have multiple child business units.
You must assign every user to one (and only one) business unit.
You can assign a team to just one business unit, but a team can consist of users from one or many business units. Consider using a team if you have a situation where users from different business units need to work together on a shared set of records.
On this page:
Create a new business unit
Change the settings for a business unit
Create a new business unit
Make sure you have the System Administrator or System Customizer role.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Security.
Choose Business Units.
On the Actions bar, choose New.
In the Business Unit dialog box, type a name for the new business unit. Dynamics 365 automatically fills in the Parent Business field with the name of the root business unit.
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If you want to change the parent business unit, choose the Lookup button
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, choose Look Up More Records, and then do one of the following:Select an existing business unit from the list, and then choose Add.
To create a new parent business unit:
Choose New, and then add the information for the new parent business unit in the Business Unit dialog box.
When you’re done adding information, choose Save and Close in the Business Unit dialog box.
In the Look Up Record dialog box, choose Add.
In the Business Unit dialog box, fill in any of the other optional fields, such as the division, contact information, website, bill to address, or ship to address.
Choose Save or Save and Close.
Change the settings for a business unit
Make sure you have the System Administrator or System Customizer role.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Go to Settings > Security.
Choose Business Units.
Choose a business unit name to open the Business Unit dialog box.
In the Business Unit dialog box, do one or more of the following:
Modify the data in one or more fields.
Note
You can’t change the name of a business unit or delete a business unit after it has been created. You can disable a business unit or change the parent, however. When you disable a business unit, all users and teams associated with the business unit are also disabled.
Choose Actions on the Actions bar, and then select a command. For example, to change the parent business unit, choose Actions, and then choose Change Parent Business.
Note
When you change the parent business unit, Dynamics 365 removes security roles for users and teams associated with the business unit. You must reassign them.
Under Organization, choose a record type to see a list of related records. For example, choose Users to view a list of users in the selected business unit or to add users to the business unit.
When you’re done making changes, choose Save or Save and Close.
See Also
Security concepts in Microsoft Dynamics 365
Manage users
Manage teams
Enable or disable security for a field
Print leads, quotes, and other records