2011 Administrator’s Guide Copyright

Work with Business Units

Create or change the settings for a business unit

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Business Units.
   
2. 
   Do one of the following:
   

4. 
   On the Actions toolbar, click New.
   
5. 
   In the Business Unit form, enter the information that you want for the new business unit.
   

• 
  On the General tab, enter a name for the new business unit.
  

• 
  You can also fill in any other fields that you want, including a division and contact information.
  
• 
  On the Addresses tab, you can enter information for the business unit's Bill to and Ship to addresses.
  

6. 
   Click Save. After saving the record, you can click the record types under Organization to see a list of related records, and to change the settings for selected records.
   

7. 
   Under Common, click Information, and then select the General or Addresses tab and enter or change values.
   

8. 
   Under Organization or System Jobs, select a record type to see the list of related records, and to change the settings for selected records.
   

3. 
   Click Save or Save and Close.
   

You cannot change the name of or delete a business unit after it has been created.

To add users to a business unit:

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Users.
   
2. 
   Select one or more users, and then on the Actions menu, click Change Business Unit.
   

Related Topics Work with Business Units 11 Controlling Data Access 8

Assign a different parent business unit

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

When you reassign a business unit, any child business units will also move with it.

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Business Units.
   
2. 
   Select the business unit with settings that you want to change.
   
3. 
   On the Actions toolbar, click Actions and then select Change Parent Business.
   
4. 
   In the Change Parent Business dialog box, in the New parent business box, search for the business unit that you want.
   
5. 
   In the Change Parent Business dialog box, click OK.
   

Related Topics Work with Business Units 11 Controlling Data Access 8

Change the business unit for a record

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

You can change the business unit for an individual facility, equipment, or user.

Warning

By changing the business unit for a user, you remove all security role assignments for the user. At least one security role must be assigned to the user in the new business unit.

More information: Work with Security Roles (on page 9)

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Business Units.
   
2. 
   Double-click a business unit to open it.
   
3. 
   Under Organization, click Facilities/Equipment.
   

Under Organization, click Users.

4. 
   Select the facility, equipment, or user for which you want to change the business unit.
   
5. 
   On the Actions menu, click Change Parent Business.
   
6. 
   In the Change Parent Business dialog box, select a new business unit, and then click OK.
   
7. 
   To save your changes and close the dialog box, click OK.
   

Related Topics Manage a User's Record 16 Work with salespeople 39 Work with Business Units 11 Controlling Data Access 8

Enable or disable a business unit

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

When you disable a business unit, the business unit and every child business unit are also deactivated, and all users of these business units cannot log on to Microsoft Dynamics CRM.

You cannot delete or rename a business unit.

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Business Units.
   
2. 
   Select the business units that you want to activate or deactivate.
   
3. 
   On the Actions menu:
   

• 
  Click Enable to activate a business unit.
  
• 
  Click Disable to deactivate a business unit.
  

4. 
   In the confirmation message, click OK.
   

If a child business unit no longer belongs under its parent, but you do not want to deactivate it, you can move it to another parent.

Related Topics Work with Business Units 11 Controlling Data Access 8