Business units are the foundation of the security structure in Microsoft Dynamics CRM. Each user in the CRM has to be part of a business unit. There is a default business unit that is created when CRM is installed. This is called the root business unit, and it cannot be deleted or disabled–only renamed. More business units can be created if different levels of access to information is required for different groups within the organization. Root business unit: There must be at least one business unit in CRM and only one root business unit. The root business unit is the top most point of the CRM organizational hierarchy and all other business units are its children. The root business unit is usually the corporation or the holding company and the child units are subsidiaries, divisions or departments of the business. This is the only unit that cannot be deleted or disabled as it forms the root of the structure.
How to Create a Microsoft Dynamics CRM Business Unit
- On the Navigation Bar, select Microsoft Dynamics CRM, then select Settings, then Administration, then Business Units.
- On the list toolbar, click New.
- This will open the business unit form. Enter the information for the new business unit to be created ensuring the required fields are filled in. Save.
- Click the record types under Organization to see a list of related records. The teams list will show a default team.
- Save and close.
Dynamics CRM business units can also be reorganized, disabled and deleted. While deleting a business unit, any child Business Units, Users or Teams must be removed either by deleting or reassigning them. It is better to disable a business unit rather than delete it because once deleted it cannot be undone.