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How to move users from one business unit to other business unit in MS CRM 4.0 RRS feed

  • General discussion

  • Hi,

    I want to rename the businees unit, i think this is not possible in MS CRM 4.0. so i have created the new businees unit, but i need to move user and roles from old business unit to newly created business unit.

    How to move users from one business unit to other business unit in MS CRM 4.0 ?

    Thanks,

    Srikanth Reddy  

    Friday, December 9, 2011 3:09 PM

All replies

  • Hi Srikanth,

    Go to the Administration area and select user/s then click on the more action button from toolbar. There will be a menu item with name "Change Business Unit". ( you can do the same from the user form but that will affect only that particular user)

    select you desired business unit. Now, every time you change busniess unit in CRM,you have to re assign the roles to that users. Which you can do it from the user form.

    and yes, you can't rename the business unit. you can do it by changing it in database but it's not supported and thus not advisable to do so.

    Hope this will help..

     

    Cheers

     

     

     

    Tuesday, December 13, 2011 3:13 AM